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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 | $56,437 | $114,119-50.5% | $107,187-47.3% | $138,895-59.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 16.95% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,716 | $5,538-32.9% | $5,096-27.1% | $6,396-41.9% |
| Admin fee / account holder | $1,581 | $10,024-84.2% | $9,162-82.7% | $12,562-87.4% |