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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 | $27,743 | $117,846-76.5% | $102,434-72.9% | $145,884-81.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 14.04% | 31.90%-17.9pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,486 | $5,733-39.2% | $5,055-31.0% | $6,690-47.9% |
| Admin fee / account holder | $5,086 | $13,356-61.9% | $9,462-46.2% | $13,392-62.0% |