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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 | $52,480 | $110,137-52.4% | $161,149-67.4% | $82,637-36.5% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 18.60% | 20.69%-2.1pp | 21.16%-2.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,040 | $4,575+75.8% | $6,153+30.7% | $4,126+94.9% |
| Admin fee / account holder | $8,344 | $9,467-11.9% | $15,194-45.1% | $7,339+13.7% |