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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 | $75,671 | $106,267-28.8% | $96,520-21.6% | $139,456-45.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 10.98% | 38.45%-27.5pp | 35.72%-24.7pp | 373.45%-362.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,137 | $5,454+30.9% | $4,879+46.3% | $6,711+6.3% |
| Admin fee / account holder | $22,206 | $7,882+181.7% | $6,733+229.8% | $11,407+94.7% |