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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 | $63,493 | $106,749-40.5% | $145,433-56.3% | $82,448-23.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 24.57% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,770 | $6,519+34.5% | $7,897+11.0% | $4,139+111.9% |
| Admin fee / account holder | $5,483 | $8,390-34.7% | $13,129-58.2% | $7,234-24.2% |