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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 | $58,258-39.2% | $81,820-56.7% | $80,925-56.2% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.4%+20.7pp | 67.7%+25.4pp |
| Annual return | 13.81% | 41.76%-28.0pp | 777.93%-764.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,395 | $3,284-57.5% | $4,323-67.7% | $4,299-67.6% |
| Admin fee / account holder | $4,562 | $4,976-8.3% | $7,391-38.3% | $6,940-34.3% |