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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 | $56,776 | $87,106-34.8% | $105,607-46.2% | $80,935-29.9% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.7%+19.8pp |
| Annual return | 14.95% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,169 | $3,986-20.5% | $5,011-36.8% | $4,299-26.3% |
| Admin fee / account holder | $308 | $8,447-96.3% | $10,958-97.2% | $6,924-95.5% |