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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 | $89,729 | $69,274+29.5% | $64,097+40.0% | $139,487-35.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 20.09% | 46.00%-25.9pp | 33.75%-13.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,897 | $4,685+25.9% | $3,881+51.9% | $6,713-12.1% |
| Admin fee / account holder | $626 | $4,247-85.3% | $3,070-79.6% | $11,407-94.5% |