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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 | $80,720 | $103,038-21.7% | $90,324-10.6% | $152,909-47.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 18.98% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,464 | $4,282-19.1% | $3,885-10.8% | $5,851-40.8% |
| Admin fee / account holder | $3,625 | $6,177-41.3% | $5,356-32.3% | $11,601-68.8% |