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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 | $58,106 | $125,184-53.6% | $105,607-45.0% | $145,884-60.2% |
| Participation rate | 85.0% | 77.6%+7.4pp | 75.3%+9.7pp | 80.3%+4.7pp |
| Annual return | 22.04% | 225.00%-203.0pp | 116.11%-94.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,131 | $5,714-10.2% | $5,011+2.4% | $6,690-23.3% |
| Admin fee / account holder | $6,786 | $17,133-60.4% | $10,958-38.1% | $13,392-49.3% |