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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 | $53,717 | $76,367-29.7% | $93,614-42.6% | $72,983-26.4% |
| Participation rate | 82.1% | 71.7%+10.4pp | 75.8%+6.3pp | 69.5%+12.7pp |
| Annual return | 19.06% | 25.82%-6.8pp | 32.76%-13.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,259 | $3,538-7.9% | $4,069-19.9% | $3,608-9.7% |
| Admin fee / account holder | $16,649 | $6,838+143.5% | $7,889+111.0% | $5,124+224.9% |