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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 | $49,488 | $86,298-42.7% | $111,308-55.5% | $85,847-42.4% |
| Participation rate | 77.4% | 73.3%+4.1pp | 77.3%+0.1pp | 69.3%+8.1pp |
| Annual return | 14.42% | 19.99%-5.6pp | 54.67%-40.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,608 | $3,641-0.9% | $4,487-19.6% | $3,952-8.7% |
| Admin fee / account holder | $8,118 | $8,189-0.9% | $7,965+1.9% | $6,261+29.7% |