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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 | $37,677 | $72,471-48.0% | $94,215-60.0% | $86,983-56.7% |
| Participation rate | 90.6% | 63.9%+26.8pp | 70.0%+20.7pp | 69.5%+21.1pp |
| Annual return | 12.72% | 26.44%-13.7pp | 28.22%-15.5pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,550 | $3,397-24.9% | $4,276-40.4% | $4,194-39.2% |
| Admin fee / account holder | $1,352 | $6,468-79.1% | $10,216-86.8% | $7,856-82.8% |