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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 | $66,688 | $135,956-50.9% | $123,894-46.2% | $273,972-75.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.70% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,379 | $6,343-46.7% | $5,984-43.5% | $5,287-36.1% |
| Admin fee / account holder | $1,392 | $9,817-85.8% | $8,357-83.3% | $10,133-86.3% |