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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 | $87,937 | $158,852-44.6% | $121,220-27.5% | $135,380-35.0% |
| Participation rate | 79.2% | 79.3%-0.1pp | 71.8%+7.4pp | 82.6%-3.5pp |
| Annual return | 18.08% | -0.64%+18.7pp | 16.94%+1.1pp | 519.81%-501.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,994 | $4,006-0.3% | $3,345+19.4% | $5,609-28.8% |
| Admin fee / account holder | $1,383 | $6,515-78.8% | $5,021-72.5% | $10,828-87.2% |