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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 | $77,379 | $176,402-56.1% | $134,162-42.3% | $158,966-51.3% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 19.49% | 63.66%-44.2pp | 36.35%-16.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,783 | $4,093+41.3% | $3,500+65.2% | $5,983-3.3% |
| Admin fee / account holder | $1,753 | $8,719-79.9% | $6,685-73.8% | $11,250-84.4% |