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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 | $74,004 | $142,426-48.0% | $115,167-35.7% | $152,909-51.6% |
| Participation rate | 88.9% | 82.4%+6.5pp | 75.9%+13.0pp | 82.5%+6.4pp |
| Annual return | 22.17% | 41.48%-19.3pp | 35.60%-13.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,789 | $5,165+31.5% | $4,169+62.9% | $5,851+16.0% |
| Admin fee / account holder | $1,118 | $8,464-86.8% | $7,089-84.2% | $11,601-90.4% |