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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 | $22,742 | $165,939-86.3% | $122,354-81.4% | $147,586-84.6% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 15.13% | 34.56%-19.4pp | 30.28%-15.1pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,524 | $4,005-62.0% | $3,287-53.6% | $5,439-72.0% |
| Admin fee / account holder | $3,146 | $7,425-57.6% | $5,479-42.6% | $10,886-71.1% |