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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 | $63,134 | $79,955-21.0% | $98,461-35.9% | $75,173-16.0% |
| Participation rate | 88.5% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.3pp |
| Annual return | 20.27% | 19.75%+0.5pp | 21.17%-0.9pp | 160.72%-140.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,621 | $3,752-3.5% | $4,738-23.6% | $4,126-12.2% |
| Admin fee / account holder | $632 | $6,841-90.8% | $8,961-92.9% | $5,651-88.8% |