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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 | $35,408 | $76,107-53.5% | $96,576-63.3% | $71,495-50.5% |
| Participation rate | 88.0% | 74.4%+13.6pp | 76.0%+12.1pp | 67.9%+20.1pp |
| Annual return | 19.43% | 22.81%-3.4pp | 25.87%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,876 | $4,218+86.7% | $4,851+62.4% | $4,291+83.6% |
| Admin fee / account holder | $4,459 | $2,708+64.7% | $8,253-46.0% | $1,588+180.8% |