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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 | $138,312-35.0% | $122,979-26.9% | $155,188-42.1% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 17.99% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,225 | $5,592+100.7% | $5,003+124.4% | $6,531+71.9% |
| Admin fee / account holder | $5,948 | $15,089-60.6% | $12,864-53.8% | $14,480-58.9% |