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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 | $14,191 | $162,529-91.3% | $130,788-89.1% | $154,746-90.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 17.89% | 510.48%-492.6pp | 386.44%-368.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,703 | $4,808-43.8% | $4,137-34.7% | $6,730-59.8% |
| Admin fee / account holder | $581 | $7,669-92.4% | $6,673-91.3% | $14,365-96.0% |