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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 | $73,826 | $81,358-9.3% | $155,556-52.5% | $80,959-8.8% |
| Participation rate | 70.3% | 66.3%+4.0pp | 78.2%-8.0pp | 67.7%+2.6pp |
| Annual return | 12.19% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,415 | $3,455-1.2% | $5,631-39.4% | $4,300-20.6% |
| Admin fee / account holder | $19,456 | $7,994+143.4% | $15,885+22.5% | $6,925+180.9% |