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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 | $90,024 | $53,841+67.2% | $75,731+18.9% | $85,851+4.9% |
| Participation rate | 88.5% | 69.0%+19.4pp | 74.8%+13.6pp | 69.3%+19.1pp |
| Annual return | 18.18% | 24.54%-6.4pp | 104.65%-86.5pp | 318.63%-300.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,945 | $2,895+70.8% | $3,820+29.4% | $3,952+25.1% |
| Admin fee / account holder | $938 | $3,340-71.9% | $3,620-74.1% | $6,261-85.0% |