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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 | $36,512 | $78,707-53.6% | $117,861-69.0% | $70,126-47.9% |
| Participation rate | 71.1% | 73.2%-2.1pp | 79.7%-8.6pp | 69.5%+1.5pp |
| Annual return | 19.76% | 23.30%-3.5pp | 335.11%-315.3pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,405 | $3,297+63.9% | $4,482+20.6% | $3,332+62.2% |
| Admin fee / account holder | $2,228 | $5,066-56.0% | $8,021-72.2% | $4,645-52.0% |