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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 | $28,277 | $118,708-76.2% | $98,920-71.4% | $158,966-82.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 15.36% | 372.49%-357.1pp | 196.47%-181.1pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,269 | $5,089+42.8% | $4,245+71.2% | $5,983+21.5% |
| Admin fee / account holder | $4,211 | $10,134-58.4% | $6,643-36.6% | $11,250-62.6% |