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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 | $42,180 | $45,087-6.4% | $69,483-39.3% | $72,976-42.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 15.88% | 22.67%-6.8pp | 28.99%-13.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,796 | $2,603+237.9% | $3,537+148.7% | $3,608+143.8% |
| Admin fee / account holder | $1,724 | $3,057-43.6% | $3,841-55.1% | $5,124-66.4% |