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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 | $17,629 | $107,666-83.6% | $102,184-82.7% | $154,746-88.6% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 14.60% | 29.33%-14.7pp | 31.58%-17.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,463 | $8,719-60.3% | $8,309-58.3% | $6,730-48.5% |
| Admin fee / account holder | $11,745 | $12,943-9.3% | $11,609+1.2% | $14,365-18.2% |