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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 | $36,254 | $95,415-62.0% | $185,851-80.5% | $85,851-57.8% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 15.27% | 23.59%-8.3pp | 122.11%-106.8pp | 318.63%-303.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,624 | $3,424+5.9% | $5,569-34.9% | $3,952-8.3% |
| Admin fee / account holder | $2,211 | $7,215-69.4% | $16,245-86.4% | $6,261-64.7% |