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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 | $21,407 | $110,303-80.6% | $95,759-77.6% | $139,487-84.7% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 15.27% | 27.19%-11.9pp | 28.42%-13.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,394 | $4,674+101.0% | $4,244+121.4% | $6,713+40.0% |
| Admin fee / account holder | $8,981 | $6,615+35.8% | $5,678+58.2% | $11,407-21.3% |