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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 | $55,450 | $106,247-47.8% | $96,515-42.5% | $139,466-60.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 11.79% | 38.47%-26.7pp | 35.73%-23.9pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,597 | $5,456-52.4% | $4,880-46.8% | $6,712-61.3% |
| Admin fee / account holder | $15,156 | $7,885+92.2% | $6,735+125.0% | $11,409+32.8% |