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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 | $55,626 | $110,212-49.5% | $96,534-42.4% | $139,466-60.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 17.77% | 26.42%-8.6pp | 25.88%-8.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,790 | $5,547-49.7% | $4,851-42.5% | $6,712-58.4% |
| Admin fee / account holder | $9,480 | $11,599-18.3% | $8,253+14.9% | $11,409-16.9% |