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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 | $54,078 | $58,241-7.1% | $81,780-33.9% | $80,911-33.2% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 25.92% | 41.73%-15.8pp | 776.27%-750.3pp | 35.63%-9.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,414 | $3,283+125.9% | $4,321+71.6% | $4,297+72.5% |
| Admin fee / account holder | $1,550 | $4,973-68.8% | $7,384-79.0% | $6,935-77.7% |