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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 | $26,477 | $111,535-76.3% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 77.61% | 237.85%-160.2pp | 180.65%-103.0pp | 220.34%-142.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,271 | $5,500+50.4% | $5,072+63.1% | $6,407+29.1% |
| Admin fee / account holder | $1,300 | $9,721-86.6% | $8,859-85.3% | $12,270-89.4% |