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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 | $56,786 | $64,719-12.3% | $112,249-49.4% | $68,486-17.1% |
| Participation rate | 92.1% | 67.2%+25.0pp | 75.1%+17.0pp | 67.9%+24.2pp |
| Annual return | 120.75% | -11.40%+132.1pp | 27.48%+93.3pp | -7.85%+128.6pp |
| Employer contribution / active EE | $20,336 | $2,747+640.4% | $3,636+459.3% | $2,597+683.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,845 | $5,232+11.7% | $6,412-8.8% | $5,404+8.2% |