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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 | $70,350 | $101,795-30.9% | $165,100-57.4% | $80,959-13.1% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 12.37% | 16.73%-4.4pp | 70.21%-57.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,640 | $4,476+26.0% | $6,035-6.5% | $4,300+31.2% |
| Admin fee / account holder | $7,128 | $8,221-13.3% | $12,696-43.9% | $6,925+2.9% |