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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 | $70,486-18.4% | $100,535-42.8% | $79,856-28.0% |
| Participation rate | 94.6% | 73.6%+20.9pp | 79.4%+15.2pp | 69.6%+25.0pp |
| Annual return | 12.70% | 21.90%-9.2pp | 30.90%-18.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,931 | $5,182-43.4% | $6,271-53.3% | $3,741-21.6% |
| Admin fee / account holder | $2,716 | $4,480-39.4% | $8,085-66.4% | $5,306-48.8% |