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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 | $124,425-64.9% | $112,040-61.0% | $137,256-68.1% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 14.91% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,310 | $5,718+62.8% | $5,098+82.6% | $6,407+45.3% |
| Admin fee / account holder | $15,367 | $15,207+1.1% | $12,098+27.0% | $12,270+25.2% |