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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 | $65,439 | $84,236-22.3% | $170,435-61.6% | $70,126-6.7% |
| Participation rate | 70.7% | 70.8%-0.1pp | 83.6%-12.9pp | 69.5%+1.2pp |
| Annual return | 14.25% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,629 | $3,086+17.6% | $4,939-26.5% | $3,332+8.9% |
| Admin fee / account holder | $3,756 | $5,698-34.1% | $13,881-72.9% | $4,645-19.1% |