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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 | $70,275 | $110,307-36.3% | $96,576-27.2% | $139,456-49.6% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 15.37% | 26.40%-11.0pp | 25.87%-10.5pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,123 | $5,547-43.7% | $4,851-35.6% | $6,711-53.5% |
| Admin fee / account holder | $2,708 | $11,597-76.6% | $8,253-67.2% | $11,407-76.3% |