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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 | $49,307 | $108,882-54.7% | $96,754-49.0% | $154,746-68.1% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 15.42% | 98.39%-83.0pp | 82.04%-66.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,451 | $5,323-35.2% | $4,758-27.5% | $6,730-48.7% |
| Admin fee / account holder | $9,950 | $10,200-2.5% | $8,905+11.7% | $14,365-30.7% |