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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 | $87,738 | $102,609-14.5% | $98,090-10.6% | $138,895-36.8% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 17.38% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,292 | $8,167-59.7% | $7,845-58.0% | $6,396-48.5% |
| Admin fee / account holder | $4,285 | $11,434-62.5% | $11,815-63.7% | $12,562-65.9% |