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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 | $68,583 | $98,776-30.6% | $149,745-54.2% | $79,856-14.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 14.87% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,754 | $5,681+1.3% | $6,843-15.9% | $3,741+53.8% |
| Admin fee / account holder | $27,856 | $6,053+360.2% | $9,312+199.1% | $5,306+424.9% |