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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 | $49,067 | $139,948-64.9% | $121,663-59.7% | $154,746-68.3% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.5%-4.5pp | 80.7%-10.7pp |
| Annual return | 13.61% | 230.52%-216.9pp | 147.54%-133.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,521 | $5,629+51.4% | $4,887+74.3% | $6,730+26.6% |
| Admin fee / account holder | $12,190 | $17,321-29.6% | $14,289-14.7% | $14,365-15.1% |