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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 | $46,645 | $63,355-26.4% | $91,994-49.3% | $72,983-36.1% |
| Participation rate | 75.0% | 72.5%+2.5pp | 78.6%-3.6pp | 69.5%+5.5pp |
| Annual return | 39.67% | 35.35%+4.3pp | 69.03%-29.4pp | 81.01%-41.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,365 | $4,883+71.3% | $5,923+41.2% | $3,608+131.9% |
| Admin fee / account holder | $1,538 | $4,668-67.1% | $7,743-80.1% | $5,124-70.0% |