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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 | $9,047 | $99,995-91.0% | $85,063-89.4% | $145,978-93.8% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 11.80% | 83.99%-72.2pp | 66.54%-54.7pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,099 | $5,295-60.4% | $4,523-53.6% | $6,690-68.6% |
| Admin fee / account holder | $2,484 | $7,255-65.8% | $6,155-59.6% | $13,400-81.5% |