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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 | $21,176 | $69,274-69.4% | $64,097-67.0% | $139,487-84.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.32% | 46.00%-31.7pp | 33.75%-19.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,733 | $4,685-20.3% | $3,881-3.8% | $6,713-44.4% |
| Admin fee / account holder | $2,201 | $4,247-48.2% | $3,070-28.3% | $11,407-80.7% |