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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 | $36,138 | $158,852-77.3% | $121,220-70.2% | $135,380-73.3% |
| Participation rate | 78.9% | 79.3%-0.4pp | 71.8%+7.2pp | 82.6%-3.7pp |
| Annual return | 11.95% | -0.64%+12.6pp | 16.94%-5.0pp | 519.81%-507.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,939 | $4,006-26.6% | $3,345-12.2% | $5,609-47.6% |
| Admin fee / account holder | $1,148 | $6,515-82.4% | $5,021-77.1% | $10,828-89.4% |