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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,381 | $90,486-31.1% | $78,676-20.7% | $273,972-77.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 11.06% | 75.62%-64.6pp | 62.19%-51.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,068 | $3,901-21.4% | $3,517-12.8% | $5,287-42.0% |
| Admin fee / account holder | $2,964 | $5,263-43.7% | $4,510-34.3% | $10,133-70.7% |