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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 | $37,827 | $83,337-54.6% | $67,834-44.2% | $273,972-86.2% |
| Participation rate | 90.5% | 76.4%+14.0pp | 68.8%+21.7pp | 83.0%+7.5pp |
| Annual return | 5.01% | 259.45%-254.4pp | 138.47%-133.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,044 | $4,088+23.4% | $3,160+59.6% | $5,287-4.6% |
| Admin fee / account holder | $13,127 | $6,752+94.4% | $4,622+184.0% | $10,133+29.6% |