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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 | $34,950 | $165,939-78.9% | $122,354-71.4% | $147,585-76.3% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 17.53% | 34.56%-17.0pp | 30.28%-12.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,491 | $4,005-12.8% | $3,287+6.2% | $5,439-35.8% |
| Admin fee / account holder | $1,399 | $7,425-81.2% | $5,479-74.5% | $10,886-87.1% |