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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 | $45,176 | $162,812-72.3% | $133,971-66.3% | $158,966-71.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 6.76% | 41.94%-35.2pp | 45.09%-38.3pp | 302.95%-296.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,847 | $5,910-51.8% | $5,047-43.6% | $5,983-52.4% |
| Admin fee / account holder | $1,334 | $11,741-88.6% | $8,929-85.1% | $11,250-88.1% |