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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 | $26,832 | $90,486-70.3% | $78,676-65.9% | $273,972-90.2% |
| Participation rate | 81.3% | 76.5%+4.7pp | 73.6%+7.7pp | 83.0%-1.8pp |
| Annual return | 19.86% | 75.62%-55.8pp | 62.19%-42.3pp | 41.46%-21.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $308 | $5,263-94.2% | $4,510-93.2% | $10,133-97.0% |