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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 | $46,790 | $110,240-57.6% | $96,544-51.5% | $139,487-66.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 27.18% | 26.41%+0.8pp | 25.88%+1.3pp | 373.84%-346.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,887 | $5,549+114.2% | $4,851+145.0% | $6,713+77.1% |
| Admin fee / account holder | $2,940 | $11,602-74.7% | $8,254-64.4% | $11,407-74.2% |