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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 | $70,986 | $86,949-18.4% | $102,460-30.7% | $80,959-12.3% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.7%+18.7pp |
| Annual return | 10.62% | 18.89%-8.3pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,219 | $4,121-46.2% | $5,056-56.1% | $4,300-48.4% |
| Admin fee / account holder | $1,021 | $8,048-87.3% | $9,460-89.2% | $6,925-85.3% |