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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 | $61,070 | $111,814-45.4% | $103,374-40.9% | $145,959-58.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.98% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,612 | $5,618+53.3% | $5,058+70.3% | $6,689+28.8% |
| Admin fee / account holder | $2,710 | $9,754-72.2% | $8,394-67.7% | $13,398-79.8% |