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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 | $51,208 | $78,425-34.7% | $95,956-46.6% | $79,858-35.9% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.8pp |
| Annual return | 12.16% | 19.37%-7.2pp | 91.63%-79.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,792 | $3,440+39.3% | $4,167+15.0% | $3,740+28.1% |
| Admin fee / account holder | $927 | $5,622-83.5% | $6,797-86.4% | $5,306-82.5% |