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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 | $40,364 | $86,938-53.6% | $102,423-60.6% | $80,925-50.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 22.97% | 18.89%+4.1pp | 29.42%-6.4pp | 35.65%-12.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,098 | $4,120+145.1% | $5,054+99.8% | $4,299+134.9% |
| Admin fee / account holder | $2,223 | $8,053-72.4% | $9,455-76.5% | $6,940-68.0% |