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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 | $12,113 | $110,410-89.0% | $102,437-88.2% | $145,897-91.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 36.29% | 24.85%+11.4pp | 24.95%+11.3pp | 552.29%-516.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,931 | $5,622-30.1% | $5,060-22.3% | $6,689-41.2% |
| Admin fee / account holder | $2,480 | $9,745-74.6% | $8,388-70.4% | $13,390-81.5% |