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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 | $79,186 | $69,248+14.4% | $64,101+23.5% | $139,466-43.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 21.35% | 45.95%-24.6pp | 33.72%-12.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,636 | $4,682+41.7% | $3,881+71.0% | $6,712-1.1% |
| Admin fee / account holder | $504 | $4,247-88.1% | $3,070-83.6% | $11,409-95.6% |