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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 | $60,897 | $86,938-30.0% | $102,423-40.5% | $80,925-24.7% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.7%+17.6pp |
| Annual return | 11.42% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,049 | $4,120-50.3% | $5,054-59.5% | $4,299-52.3% |
| Admin fee / account holder | $13,759 | $8,053+70.9% | $9,455+45.5% | $6,940+98.3% |