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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 | $65,837 | $107,941-39.0% | $91,994-28.4% | $152,897-56.9% |
| Participation rate | 78.9% | 81.2%-2.2pp | 78.6%+0.3pp | 82.5%-3.5pp |
| Annual return | 22.95% | 89.28%-66.3pp | 69.04%-46.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,067 | $6,366-51.8% | $5,924-48.2% | $5,851-47.6% |
| Admin fee / account holder | $390 | $10,521-96.3% | $7,744-95.0% | $11,599-96.6% |