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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 | $56,299 | $108,942-48.3% | $100,415-43.9% | $145,897-61.4% |
| Participation rate | 81.8% | 83.0%-1.2pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 11.79% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,336 | $8,461+10.3% | $8,091+15.4% | $6,689+39.6% |
| Admin fee / account holder | $1,826 | $9,702-81.2% | $7,906-76.9% | $13,390-86.4% |