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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 | $68,715 | $81,276-15.5% | $155,574-55.8% | $80,925-15.1% |
| Participation rate | 82.3% | 66.2%+16.0pp | 78.2%+4.1pp | 67.7%+14.6pp |
| Annual return | 14.43% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,220 | $3,453-6.7% | $5,629-42.8% | $4,299-25.1% |
| Admin fee / account holder | $6,338 | $7,993-20.7% | $15,914-60.2% | $6,940-8.7% |