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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 | $110,337-44.7% | $102,383-40.4% | $145,877-58.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.98% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,612 | $5,621+53.2% | $5,060+70.2% | $6,691+28.7% |
| Admin fee / account holder | $2,710 | $9,750-72.2% | $8,391-67.7% | $13,402-79.8% |