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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 | $43,998 | $107,353-59.0% | $92,903-52.6% | $152,885-71.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 12.56% | 145.62%-133.1pp | 109.43%-96.9pp | 345.39%-332.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,953 | $4,848-59.7% | $4,238-53.9% | $5,851-66.6% |
| Admin fee / account holder | $5,352 | $7,081-24.4% | $5,795-7.6% | $11,598-53.9% |