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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 | $46,178 | $76,371-39.5% | $93,621-50.7% | $72,976-36.7% |
| Participation rate | 77.4% | 71.8%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 24.46% | 25.82%-1.4pp | 32.76%-8.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,652 | $3,538-53.3% | $4,070-59.4% | $3,608-54.2% |
| Admin fee / account holder | $2,403 | $6,839-64.9% | $7,890-69.5% | $5,124-53.1% |