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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 | $61,429 | $124,346-50.6% | $111,308-44.8% | $167,536-63.3% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 9.31% | 37.45%-28.1pp | 54.67%-45.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,605 | $5,182-30.4% | $4,487-19.7% | $6,342-43.2% |
| Admin fee / account holder | $3,113 | $10,621-70.7% | $7,965-60.9% | $12,315-74.7% |