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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 | $37,038 | $76,112-51.3% | $96,534-61.6% | $71,511-48.2% |
| Participation rate | 78.1% | 74.4%+3.7pp | 76.0%+2.1pp | 67.9%+10.1pp |
| Annual return | 15.39% | 22.81%-7.4pp | 25.88%-10.5pp | 28.86%-13.5pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,929 | $4,217-30.5% | $4,851-39.6% | $4,291-31.7% |
| Admin fee / account holder | $1,307 | $2,708-51.7% | $8,253-84.2% | $1,588-17.7% |