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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 | $85,046 | $58,258+46.0% | $81,820+3.9% | $80,925+5.1% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.4%+8.9pp | 67.7%+13.6pp |
| Annual return | 20.11% | 41.76%-21.7pp | 777.93%-757.8pp | 35.65%-15.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,729 | $3,284+104.9% | $4,323+55.7% | $4,299+56.5% |
| Admin fee / account holder | $1,669 | $4,976-66.5% | $7,391-77.4% | $6,940-76.0% |