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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 | $36,761 | $72,492-49.3% | $87,104-57.8% | $72,975-49.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 17.26% | 24.46%-7.2pp | 28.19%-10.9pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,825 | $3,270-44.2% | $4,048-54.9% | $3,608-49.4% |
| Admin fee / account holder | $1,904 | $5,055-62.3% | $7,491-74.6% | $5,124-62.9% |