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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 | $81,303 | $95,453-14.8% | $112,040-27.4% | $82,448-1.4% |
| Participation rate | 86.4% | 72.8%+13.7pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 14.51% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,491 | $4,224-41.0% | $5,098-51.1% | $4,139-39.8% |
| Admin fee / account holder | $1,054 | $9,013-88.3% | $12,098-91.3% | $7,234-85.4% |