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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 | $71,092 | $97,289-26.9% | $92,805-23.4% | $155,188-54.2% |
| Participation rate | 82.4% | 84.2%-1.8pp | 83.5%-1.2pp | 80.8%+1.5pp |
| Annual return | 18.11% | 29.03%-10.9pp | 31.59%-13.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,487 | $8,795+19.2% | $8,448+24.1% | $6,531+60.6% |
| Admin fee / account holder | $3,054 | $12,015-74.6% | $10,911-72.0% | $14,480-78.9% |