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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 | $24,234 | $95,415-74.6% | $185,851-87.0% | $85,851-71.8% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 13.35% | 23.59%-10.2pp | 122.11%-108.8pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,305 | $3,424+25.7% | $5,569-22.7% | $3,952+8.9% |
| Admin fee / account holder | $8,733 | $7,215+21.0% | $16,245-46.2% | $6,261+39.5% |