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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 | $25,854 | $110,337-76.6% | $102,383-74.7% | $145,877-82.3% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 9.31% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,885 | $5,621-48.7% | $5,060-43.0% | $6,691-56.9% |
| Admin fee / account holder | $654 | $9,750-93.3% | $8,391-92.2% | $13,402-95.1% |