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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 | $41,156 | $106,247-61.3% | $96,515-57.4% | $139,466-70.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.19% | 38.47%-23.3pp | 35.73%-20.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,445 | $5,456-0.2% | $4,880+11.6% | $6,712-18.9% |
| Admin fee / account holder | $810 | $7,885-89.7% | $6,735-88.0% | $11,409-92.9% |