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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 | $25,361 | $76,551-66.9% | $123,894-79.5% | $62,881-59.7% |
| Participation rate | 79.4% | 73.0%+6.4pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,217 | $4,840-12.9% | $5,984-29.5% | $3,203+31.6% |
| Admin fee / account holder | $929 | $4,826-80.7% | $8,357-88.9% | $4,296-78.4% |