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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 | $31,067 | $115,810-73.2% | $101,271-69.3% | $158,966-80.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.20% | 56.15%-43.0pp | 46.48%-33.3pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,189 | $4,958-35.7% | $4,371-27.0% | $5,983-46.7% |
| Admin fee / account holder | $775 | $7,248-89.3% | $5,948-87.0% | $11,250-93.1% |