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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 | $58,311-39.3% | $81,882-56.8% | $80,959-56.3% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.4%+20.7pp | 67.7%+25.4pp |
| Annual return | 13.81% | 41.85%-28.0pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,395 | $3,287-57.6% | $4,323-67.7% | $4,300-67.6% |
| Admin fee / account holder | $4,562 | $4,752-4.0% | $7,360-38.0% | $6,925-34.1% |