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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 | $108,914 | $51,638+110.9% | $68,368+59.3% | $82,448+32.1% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 15.64% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,567 | $2,914+91.1% | $4,123+35.0% | $4,139+34.5% |
| Admin fee / account holder | $3,431 | $4,643-26.1% | $5,150-33.4% | $7,234-52.6% |