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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 | $34,580 | $90,486-61.8% | $78,676-56.0% | $273,972-87.4% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 9.25% | 75.62%-66.4pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,979 | $3,901-23.6% | $3,517-15.3% | $5,287-43.7% |
| Admin fee / account holder | $8,837 | $5,263+67.9% | $4,510+95.9% | $10,133-12.8% |