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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 | $52,733 | $228,352-76.9% | $185,835-71.6% | $158,966-66.8% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 13.23% | 40.81%-27.6pp | 35.96%-22.7pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,491 | $6,416-45.6% | $5,633-38.0% | $5,983-41.7% |
| Admin fee / account holder | $8,657 | $11,867-27.0% | $9,502-8.9% | $11,250-23.0% |