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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 | $14,404 | $53,841-73.2% | $75,731-81.0% | $85,851-83.2% |
| Participation rate | 88.0% | 69.0%+19.0pp | 74.8%+13.2pp | 69.3%+18.7pp |
| Annual return | 28.92% | 24.54%+4.4pp | 104.65%-75.7pp | 318.63%-289.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,687 | $2,895-41.7% | $3,820-55.8% | $3,952-57.3% |
| Admin fee / account holder | $1,588 | $3,340-52.5% | $3,620-56.1% | $6,261-74.6% |