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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 | $35,694 | $65,685-45.7% | $57,181-37.6% | $273,965-87.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 6.13% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,088 | $3,781-18.3% | $3,096-0.3% | $5,287-41.6% |
| Admin fee / account holder | $8,039 | $4,835+66.3% | $3,139+156.1% | $10,132-20.7% |