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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 | $167,415-46.3% | $140,514-36.0% | $198,609-54.7% |
| Participation rate | 71.4% | 80.9%-9.5pp | 77.8%-6.4pp | 82.4%-10.9pp |
| Annual return | 17.99% | 13.85%+4.1pp | 14.36%+3.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,225 | $5,579+101.2% | $4,919+128.2% | $6,977+60.9% |
| Admin fee / account holder | $5,948 | $16,730-64.4% | $13,697-56.6% | $19,030-68.7% |