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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 | $49,624 | $126,661-60.8% | $113,397-56.2% | $138,895-64.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 10.88% | 25.05%-14.2pp | 23.20%-12.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,609 | $5,693-54.2% | $5,076-48.6% | $6,396-59.2% |
| Admin fee / account holder | $39,671 | $14,549+172.7% | $11,957+231.8% | $12,562+215.8% |