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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 | $25,565 | $77,449-67.0% | $69,483-63.2% | $152,909-83.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 18.56% | 39.09%-20.5pp | 28.99%-10.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,656 | $4,415+50.8% | $3,537+88.2% | $5,851+13.8% |
| Admin fee / account holder | $5,026 | $6,210-19.1% | $3,841+30.8% | $11,601-56.7% |