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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 | $22,459 | $106,280-78.9% | $96,538-76.7% | $139,487-83.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.70% | 38.48%-19.8pp | 35.74%-17.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,280 | $5,457-58.2% | $4,880-53.3% | $6,713-66.0% |
| Admin fee / account holder | $5,894 | $7,888-25.3% | $6,737-12.5% | $11,407-48.3% |