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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 | $124,425-27.8% | $112,040-19.8% | $137,256-34.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 17.99% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,225 | $5,718+96.3% | $5,098+120.2% | $6,407+75.2% |
| Admin fee / account holder | $5,948 | $15,207-60.9% | $12,098-50.8% | $12,270-51.5% |