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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 | $21,080 | $58,275-63.8% | $81,844-74.2% | $80,935-74.0% |
| Participation rate | 90.3% | 63.5%+26.9pp | 72.4%+17.9pp | 67.7%+22.7pp |
| Annual return | 23.13% | 41.82%-18.7pp | 778.87%-755.7pp | 35.66%-12.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,652 | $3,285+11.2% | $4,323-15.5% | $4,299-15.1% |
| Admin fee / account holder | $7,440 | $4,749+56.7% | $7,355+1.2% | $6,924+7.4% |