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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 | $61,122 | $85,171-28.2% | $172,753-64.6% | $72,976-16.2% |
| Participation rate | 70.2% | 70.1%+0.2pp | 82.6%-12.4pp | 69.5%+0.7pp |
| Annual return | 24.83% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,260 | $3,260+61.4% | $5,198+1.2% | $3,608+45.8% |
| Admin fee / account holder | $1,147 | $5,880-80.5% | $13,956-91.8% | $5,124-77.6% |