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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 | $76,477 | $87,132-12.2% | $105,624-27.6% | $80,959-5.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.7%+20.3pp |
| Annual return | 14.16% | 17.03%-2.9pp | 116.20%-102.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,827 | $3,985-4.0% | $5,013-23.6% | $4,300-11.0% |
| Admin fee / account holder | $4,854 | $8,449-42.6% | $10,961-55.7% | $6,925-29.9% |