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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 | $95,404-14.8% | $113,397-28.3% | $82,637-1.6% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 14.51% | 19.08%-4.6pp | 23.20%-8.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,491 | $4,220-41.0% | $5,076-50.9% | $4,126-39.6% |
| Admin fee / account holder | $1,054 | $9,168-88.5% | $11,957-91.2% | $7,339-85.6% |