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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 | $81,632-41.0% | $70,455-31.7% | $158,931-69.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 20.17% | 208.48%-188.3pp | 109.06%-88.9pp | 302.86%-282.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,226 | $4,554-51.1% | $3,709-40.0% | $5,982-62.8% |
| Admin fee / account holder | $2,989 | $6,193-51.7% | $3,845-22.3% | $11,247-73.4% |