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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 | $48,980 | $93,589-47.7% | $135,942-64.0% | $75,181-34.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 29.93% | 30.90%-1.0pp | 68.28%-38.3pp | 160.69%-130.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $20,008 | $6,405+212.4% | $7,759+157.9% | $4,126+384.9% |
| Admin fee / account holder | $4,968 | $6,977-28.8% | $10,764-53.8% | $5,650-12.1% |