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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 | $26,603 | $165,939-84.0% | $122,354-78.3% | $147,586-82.0% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 12.70% | 34.56%-21.9pp | 30.28%-17.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,550 | $4,005-11.4% | $3,287+8.0% | $5,439-34.7% |
| Admin fee / account holder | $2,580 | $7,425-65.2% | $5,479-52.9% | $10,886-76.3% |