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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 | $57,445 | $127,096-54.8% | $105,736-45.7% | $135,380-57.6% |
| Participation rate | 93.3% | 82.7%+10.6pp | 76.3%+17.0pp | 82.6%+10.7pp |
| Annual return | 20.65% | 4.49%+16.2pp | 6.27%+14.4pp | 519.81%-499.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,063 | $5,064+59.2% | $4,080+97.6% | $5,609+43.8% |
| Admin fee / account holder | $933 | $9,087-89.7% | $6,913-86.5% | $10,828-91.4% |