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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 | $68,142 | $99,875-31.8% | $146,866-53.6% | $86,983-21.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 16.69% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,081 | $6,322-3.8% | $7,759-21.6% | $4,194+45.0% |
| Admin fee / account holder | $6,899 | $7,838-12.0% | $13,620-49.3% | $7,856-12.2% |