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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 | $43,575 | $107,941-59.6% | $91,994-52.6% | $152,897-71.5% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 17.79% | 89.28%-71.5pp | 69.04%-51.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,450 | $6,366-30.1% | $5,924-24.9% | $5,851-24.0% |
| Admin fee / account holder | $12,675 | $10,521+20.5% | $7,744+63.7% | $11,599+9.3% |