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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 | $99,606 | $101,618-2.0% | $93,063+7.0% | $137,256-27.4% |
| Participation rate | 82.6% | 74.9%+7.7pp | 72.1%+10.5pp | 80.0%+2.6pp |
| Annual return | 12.56% | 223.95%-211.4pp | 34.15%-21.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,668 | $4,279-14.3% | $3,958-7.3% | $6,407-42.7% |
| Admin fee / account holder | $2,896 | $6,198-53.3% | $6,033-52.0% | $12,270-76.4% |