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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 | $58,344 | $152,460-61.7% | $118,746-50.9% | $147,586-60.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.3%+12.6pp | 82.8%+8.1pp |
| Annual return | 14.12% | 17.41%-3.3pp | 24.54%-10.4pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,158 | $6,212-33.1% | $5,332-22.0% | $5,439-23.5% |
| Admin fee / account holder | $666 | $16,953-96.1% | $10,720-93.8% | $10,886-93.9% |