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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 | $43,806 | $54,757-20.0% | $90,304-51.5% | $72,975-40.0% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.3%+17.8pp | 69.5%+21.6pp |
| Annual return | 18.77% | 30.63%-11.9pp | 78.13%-59.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,004 | $2,887+38.7% | $3,885+3.1% | $3,608+11.0% |
| Admin fee / account holder | $2,699 | $3,973-32.1% | $5,354-49.6% | $5,124-47.3% |