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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 | $79,496 | $95,453-16.7% | $112,040-29.0% | $82,448-3.6% |
| Participation rate | 92.4% | 72.8%+19.7pp | 76.5%+15.9pp | 68.1%+24.4pp |
| Annual return | 15.17% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,709 | $4,224+11.5% | $5,098-7.6% | $4,139+13.8% |
| Admin fee / account holder | $3,023 | $9,013-66.5% | $12,098-75.0% | $7,234-58.2% |