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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 | $48,693 | $90,486-46.2% | $78,676-38.1% | $273,972-82.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 9.57% | 75.62%-66.1pp | 62.19%-52.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,817 | $3,901+202.9% | $3,517+236.0% | $5,287+123.5% |
| Admin fee / account holder | $7,249 | $5,263+37.7% | $4,510+60.7% | $10,133-28.5% |