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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 | $48,137 | $81,696-41.1% | $70,494-31.7% | $158,982-69.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 20.17% | 208.70%-188.5pp | 109.16%-89.0pp | 302.99%-282.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,226 | $4,558-51.2% | $3,711-40.0% | $5,983-62.8% |
| Admin fee / account holder | $2,989 | $6,200-51.8% | $3,848-22.3% | $11,252-73.4% |