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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 | $57,924 | $79,557-27.2% | $118,746-51.2% | $70,126-17.4% |
| Participation rate | 77.1% | 71.4%+5.8pp | 78.3%-1.1pp | 69.5%+7.6pp |
| Annual return | 13.31% | 25.64%-12.3pp | 24.54%-11.2pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,523 | $4,089-13.8% | $5,332-33.9% | $3,332+5.7% |
| Admin fee / account holder | $2,088 | $5,374-61.2% | $10,720-80.5% | $4,645-55.1% |