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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 | $58,742 | $78,668-25.3% | $109,152-46.2% | $85,854-31.6% |
| Participation rate | 81.3% | 68.3%+13.0pp | 75.9%+5.4pp | 69.3%+11.9pp |
| Annual return | 12.23% | 25.09%-12.9pp | 25.75%-13.5pp | 318.56%-306.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,851 | $3,467+184.1% | $4,653+111.7% | $3,952+149.3% |
| Admin fee / account holder | $996 | $5,469-81.8% | $6,753-85.2% | $6,260-84.1% |