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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 | $59,823 | $106,864-44.0% | $147,318-59.4% | $82,637-27.6% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 19.38% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,416 | $6,496-16.6% | $7,906-31.5% | $4,126+31.3% |
| Admin fee / account holder | $977 | $8,415-88.4% | $13,708-92.9% | $7,339-86.7% |