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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 | $83,697 | $96,524-13.3% | $75,900+10.3% | $152,909-45.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.5%-4.7pp |
| Annual return | 20.71% | 33.93%-13.2pp | 30.73%-10.0pp | 345.46%-324.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,664 | $4,554-63.5% | $3,604-53.8% | $5,851-71.6% |
| Admin fee / account holder | $758 | $8,082-90.6% | $5,421-86.0% | $11,601-93.5% |