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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 | $54,998 | $58,311-5.7% | $81,882-32.8% | $80,959-32.1% |
| Participation rate | 77.3% | 63.5%+13.8pp | 72.4%+4.9pp | 67.7%+9.7pp |
| Annual return | 12.03% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,057 | $3,287+23.4% | $4,323-6.2% | $4,300-5.7% |
| Admin fee / account holder | $3,789 | $4,752-20.3% | $7,360-48.5% | $6,925-45.3% |