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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 | $99,875-40.1% | $146,866-59.3% | $86,983-31.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 19.38% | 28.10%-8.7pp | 102.85%-83.5pp | 25.83%-6.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,416 | $6,322-14.3% | $7,759-30.2% | $4,194+29.1% |
| Admin fee / account holder | $977 | $7,838-87.5% | $13,620-92.8% | $7,856-87.6% |