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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 | $72,002 | $86,949-17.2% | $102,460-29.7% | $80,959-11.1% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.7%+24.8pp |
| Annual return | 14.39% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,902 | $4,121-5.3% | $5,056-22.8% | $4,300-9.3% |
| Admin fee / account holder | $1,554 | $8,048-80.7% | $9,460-83.6% | $6,925-77.6% |