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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 | $52,868 | $79,955-33.9% | $98,461-46.3% | $75,173-29.7% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.2%+5.4pp | 67.2%+13.4pp |
| Annual return | 14.17% | 19.75%-5.6pp | 21.17%-7.0pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,729 | $3,752-27.3% | $4,738-42.4% | $4,126-33.9% |
| Admin fee / account holder | $4,344 | $6,841-36.5% | $8,961-51.5% | $5,651-23.1% |