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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 | $16,904 | $115,225-85.3% | $100,712-83.2% | $138,895-87.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 12.69% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,164 | $4,699+116.3% | $4,085+148.8% | $6,396+58.9% |
| Admin fee / account holder | $18,409 | $10,844+69.8% | $9,256+98.9% | $12,562+46.5% |