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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 | $107,683 | $152,619-29.4% | $125,195-14.0% | $152,909-29.6% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 18.43% | 54.85%-36.4pp | 43.79%-25.4pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,363 | $5,869-59.7% | $4,937-52.2% | $5,851-59.6% |
| Admin fee / account holder | $1,380 | $13,437-89.7% | $9,704-85.8% | $11,601-88.1% |