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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 | $60,814 | $110,212-44.8% | $96,534-37.0% | $139,466-56.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 11.81% | 26.42%-14.6pp | 25.88%-14.1pp | 373.66%-361.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,858 | $5,547-66.5% | $4,851-61.7% | $6,712-72.3% |
| Admin fee / account holder | $6,973 | $11,599-39.9% | $8,253-15.5% | $11,409-38.9% |