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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 | $77,039 | $117,426-34.4% | $99,470-22.6% | $152,885-49.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | 11.67% | 31.87%-20.2pp | 30.72%-19.1pp | 345.39%-333.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,241 | $4,086-45.2% | $3,619-38.1% | $5,851-61.7% |
| Admin fee / account holder | $7,079 | $7,634-7.3% | $6,252+13.2% | $11,598-39.0% |