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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 | $54,201 | $110,212-50.8% | $96,534-43.9% | $139,466-61.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 12.71% | 26.42%-13.7pp | 25.88%-13.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,168 | $5,547+47.2% | $4,851+68.4% | $6,712+21.7% |
| Admin fee / account holder | $756 | $11,599-93.5% | $8,253-90.8% | $11,409-93.4% |