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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 | $33,793 | $95,188-64.5% | $76,518-55.8% | $135,379-75.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | 11.62% | 4.85%+6.8pp | -0.27%+11.9pp | 519.79%-508.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,095 | $4,640+52.9% | $3,836+85.0% | $5,609+26.5% |
| Admin fee / account holder | $531 | $6,249-91.5% | $4,849-89.0% | $10,828-95.1% |