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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 | $106,267-47.8% | $96,520-42.6% | $139,456-60.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 11.79% | 38.45%-26.7pp | 35.72%-23.9pp | 373.45%-361.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,597 | $5,454-52.4% | $4,879-46.8% | $6,711-61.3% |
| Admin fee / account holder | $15,156 | $7,882+92.3% | $6,733+125.1% | $11,407+32.9% |