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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 | $42,893 | $93,598-54.2% | $135,974-68.5% | $75,173-42.9% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 25.61% | 30.89%-5.3pp | 68.30%-42.7pp | 160.72%-135.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,297 | $6,405-48.5% | $7,760-57.5% | $4,126-20.1% |
| Admin fee / account holder | $593 | $6,978-91.5% | $10,767-94.5% | $5,651-89.5% |