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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 | $22,165 | $121,701-81.8% | $104,639-78.8% | $158,982-86.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 7.74% | 465.72%-458.0pp | 340.67%-332.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,292 | $4,176-45.1% | $3,738-38.7% | $5,983-61.7% |
| Admin fee / account holder | $5,709 | $7,778-26.6% | $6,465-11.7% | $11,252-49.3% |