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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 | $48,614 | $110,410-56.0% | $102,437-52.5% | $145,897-66.7% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 12.69% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,531 | $5,622-19.4% | $5,060-10.5% | $6,689-32.3% |
| Admin fee / account holder | $1,822 | $9,745-81.3% | $8,388-78.3% | $13,390-86.4% |