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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 | $62,403 | $101,063-38.3% | $81,473-23.4% | $147,585-57.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 8.39% | 32.41%-24.0pp | 38.78%-30.4pp | 578.58%-570.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,223 | $4,242-47.6% | $3,537-37.2% | $5,439-59.1% |
| Admin fee / account holder | $5,659 | $5,812-2.6% | $4,561+24.1% | $10,886-48.0% |