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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 | $89,879 | $136,860-34.3% | $120,344-25.3% | $154,746-41.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 17.99% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,225 | $5,793+93.8% | $5,135+118.6% | $6,730+66.8% |
| Admin fee / account holder | $5,948 | $15,393-61.4% | $12,742-53.3% | $14,365-58.6% |