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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 | $96,743 | $117,846-17.9% | $102,434-5.6% | $145,884-33.7% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.22% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,623 | $5,733-54.3% | $5,055-48.1% | $6,690-60.8% |
| Admin fee / account holder | $20,338 | $13,356+52.3% | $9,462+114.9% | $13,392+51.9% |