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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 | $65,847 | $127,779-48.5% | $106,551-38.2% | $167,518-60.7% |
| Participation rate | 90.5% | 78.3%+12.2pp | 76.1%+14.3pp | 82.1%+8.4pp |
| Annual return | 14.56% | 33.87%-19.3pp | 26.80%-12.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,278 | $5,088-35.6% | $4,398-25.5% | $6,342-48.3% |
| Admin fee / account holder | $1,194 | $11,228-89.4% | $7,408-83.9% | $12,312-90.3% |