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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 | $35,414 | $58,234-39.2% | $81,783-56.7% | $80,874-56.2% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.4%+20.7pp | 67.6%+25.5pp |
| Annual return | 13.81% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,395 | $3,283-57.5% | $4,320-67.7% | $4,297-67.5% |
| Admin fee / account holder | $4,562 | $4,982-8.4% | $7,380-38.2% | $6,935-34.2% |