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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 | $55,205 | $80,992-31.8% | $96,534-42.8% | $75,173-26.6% |
| Participation rate | 91.3% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.1pp |
| Annual return | 13.16% | 27.05%-13.9pp | 25.88%-12.7pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,605 | $3,929-8.3% | $4,851-25.7% | $4,126-12.6% |
| Admin fee / account holder | $5,775 | $6,717-14.0% | $8,253-30.0% | $5,651+2.2% |