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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 | $24,824 | $176,402-85.9% | $134,162-81.5% | $158,966-84.4% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.8pp | 82.0%-10.5pp |
| Annual return | 13.34% | 63.66%-50.3pp | 36.35%-23.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,444 | $4,093-40.3% | $3,500-30.2% | $5,983-59.1% |
| Admin fee / account holder | $348 | $8,719-96.0% | $6,685-94.8% | $11,250-96.9% |