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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 | $59,487 | $53,837+10.5% | $75,714-21.4% | $85,847-30.7% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.7pp | 69.3%+23.2pp |
| Annual return | 21.74% | 24.54%-2.8pp | 104.62%-82.9pp | 318.61%-296.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,071 | $2,895-63.0% | $3,820-72.0% | $3,952-72.9% |
| Admin fee / account holder | $7,999 | $3,339+139.5% | $3,619+121.0% | $6,261+27.8% |