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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 | $79,258 | $100,073-20.8% | $85,126-6.9% | $145,877-45.7% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 11.78% | 84.11%-72.3pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,817 | $5,294-65.7% | $4,523-59.8% | $6,691-72.8% |
| Admin fee / account holder | $679 | $7,261-90.6% | $6,160-89.0% | $13,402-94.9% |