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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 | $77,138 | $104,953-26.5% | $84,637-8.9% | $152,909-49.6% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.5%+12.0pp |
| Annual return | 26.44% | 373.94%-347.5pp | 258.82%-232.4pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,493 | $4,691-4.2% | $3,900+15.2% | $5,851-23.2% |
| Admin fee / account holder | $4,737 | $6,244-24.1% | $4,914-3.6% | $11,601-59.2% |