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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 | $57,491 | $70,475-18.4% | $100,530-42.8% | $79,858-28.0% |
| Participation rate | 94.6% | 73.7%+20.9pp | 79.4%+15.2pp | 69.6%+25.0pp |
| Annual return | 12.70% | 21.90%-9.2pp | 30.89%-18.2pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,931 | $5,181-43.4% | $6,271-53.3% | $3,740-21.6% |
| Admin fee / account holder | $2,716 | $4,478-39.4% | $8,083-66.4% | $5,306-48.8% |