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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 | $35,476 | $103,038-65.6% | $90,324-60.7% | $152,909-76.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 15.31% | 95.25%-79.9pp | 78.15%-62.8pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,558 | $4,282+6.5% | $3,885+17.3% | $5,851-22.1% |
| Admin fee / account holder | $3,798 | $6,177-38.5% | $5,356-29.1% | $11,601-67.3% |