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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 | $20,085 | $100,279-80.0% | $81,353-75.3% | $145,884-86.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 69.5%+11.7pp | 80.3%+0.9pp |
| Annual return | 13.38% | 34.49%-21.1pp | 24.82%-11.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,254 | $4,611-7.7% | $3,885+9.5% | $6,690-36.4% |
| Admin fee / account holder | $430 | $8,206-94.8% | $5,766-92.5% | $13,392-96.8% |