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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 | $51,061 | $79,955-36.1% | $98,461-48.1% | $75,173-32.1% |
| Participation rate | 76.3% | 70.4%+5.9pp | 75.2%+1.1pp | 67.2%+9.1pp |
| Annual return | 13.64% | 19.75%-6.1pp | 21.17%-7.5pp | 160.72%-147.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,048 | $3,752-45.4% | $4,738-56.8% | $4,126-50.4% |
| Admin fee / account holder | $10,186 | $6,841+48.9% | $8,961+13.7% | $5,651+80.3% |