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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 | $67,445 | $92,219-26.9% | $76,768-12.1% | $135,379-50.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 13.32% | 5.46%+7.9pp | 2.43%+10.9pp | 519.79%-506.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,432 | $4,508-46.1% | $3,852-36.9% | $5,609-56.6% |
| Admin fee / account holder | $864 | $10,749-92.0% | $6,675-87.1% | $10,828-92.0% |