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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 | $16,581 | $95,415-82.6% | $185,851-91.1% | $85,851-80.7% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 15.13% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,399 | $3,424+28.5% | $5,569-21.0% | $3,952+11.3% |
| Admin fee / account holder | $7,745 | $7,215+7.4% | $16,245-52.3% | $6,261+23.7% |