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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 | $55,584 | $53,841+3.2% | $75,731-26.6% | $85,851-35.3% |
| Participation rate | 89.1% | 69.0%+20.1pp | 74.8%+14.3pp | 69.3%+19.8pp |
| Annual return | 22.74% | 24.54%-1.8pp | 104.65%-81.9pp | 318.63%-295.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,934 | $2,895+174.1% | $3,820+107.7% | $3,952+100.7% |
| Admin fee / account holder | $10,898 | $3,340+226.2% | $3,620+201.0% | $6,261+74.1% |