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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 | $52,935 | $73,981-28.4% | $105,754-49.9% | $62,881-15.8% |
| Participation rate | 95.1% | 71.7%+23.4pp | 78.9%+16.2pp | 69.3%+25.8pp |
| Annual return | 13.22% | 17.60%-4.4pp | 12.25%+1.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,159 | $4,038-46.5% | $5,326-59.5% | $3,203-32.6% |
| Admin fee / account holder | $3,390 | $5,976-43.3% | $8,309-59.2% | $4,296-21.1% |