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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 | $50,830 | $101,752-50.0% | $164,928-69.2% | $80,911-37.2% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.6%+23.2pp |
| Annual return | 34.28% | 16.73%+17.6pp | 70.08%-35.8pp | 35.63%-1.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,912 | $4,477+54.4% | $6,034+14.6% | $4,297+60.9% |
| Admin fee / account holder | $9,318 | $8,218+13.4% | $12,684-26.5% | $6,935+34.4% |