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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 | $46,258 | $104,251-55.6% | $91,004-49.2% | $147,586-68.7% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 13.72% | 27.06%-13.3pp | 4.60%+9.1pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,331 | $4,195+74.8% | $3,548+106.7% | $5,439+34.8% |
| Admin fee / account holder | $20,930 | $8,948+133.9% | $5,417+286.3% | $10,886+92.3% |