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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 | $28,059 | $176,402-84.1% | $134,162-79.1% | $158,966-82.3% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 16.01% | 63.66%-47.6pp | 36.35%-20.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,145 | $4,093-72.0% | $3,500-67.3% | $5,983-80.9% |
| Admin fee / account holder | $1,198 | $8,719-86.3% | $6,685-82.1% | $11,250-89.4% |