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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 | $77,162 | $146,267-47.2% | $197,124-60.9% | $82,448-6.4% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.1pp |
| Annual return | 18.48% | 29.61%-11.1pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,161 | $7,035+129.7% | $9,135+76.9% | $4,139+290.4% |
| Admin fee / account holder | $2,697 | $14,422-81.3% | $16,298-83.5% | $7,234-62.7% |