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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 | $35,805 | $113,338-68.4% | $94,993-62.3% | $147,586-75.7% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 11.90% | 20.80%-8.9pp | 27.14%-15.2pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,053 | $3,777-72.1% | $3,317-68.3% | $5,439-80.6% |
| Admin fee / account holder | $9,154 | $6,063+51.0% | $4,960+84.5% | $10,886-15.9% |