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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 | $77,290 | $114,712-32.6% | $173,730-55.5% | $87,485-11.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 79.6%+0.4pp | 68.9%+11.1pp |
| Annual return | 13.76% | 20.18%-6.4pp | 19.96%-6.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,851 | $4,642+4.5% | $6,326-23.3% | $4,274+13.5% |
| Admin fee / account holder | $10,790 | $10,210+5.7% | $17,523-38.4% | $7,775+38.8% |