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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 | $9,240 | $70,366-86.9% | $66,674-86.1% | $138,895-93.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 15.41% | 386.41%-371.0pp | 321.24%-305.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,830 | $4,374-58.2% | $4,084-55.2% | $6,396-71.4% |
| Admin fee / account holder | $10,677 | $5,262+102.9% | $5,098+109.4% | $12,562-15.0% |