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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 | $20,533 | $53,841-61.9% | $75,731-72.9% | $85,851-76.1% |
| Participation rate | 84.6% | 69.0%+15.6pp | 74.8%+9.8pp | 69.3%+15.3pp |
| Annual return | 29.23% | 24.54%+4.7pp | 104.65%-75.4pp | 318.63%-289.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,671 | $2,895+95.9% | $3,820+48.4% | $3,952+43.5% |
| Admin fee / account holder | $2,629 | $3,340-21.3% | $3,620-27.4% | $6,261-58.0% |