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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 | $43,724 | $126,661-65.5% | $113,397-61.4% | $138,895-68.5% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 14.91% | 25.05%-10.1pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,310 | $5,693+63.5% | $5,076+83.4% | $6,396+45.5% |
| Admin fee / account holder | $15,367 | $14,549+5.6% | $11,957+28.5% | $12,562+22.3% |