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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 | $29,425 | $81,457-63.9% | $103,378-71.5% | $80,911-63.6% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.6%+5.3pp |
| Annual return | 13.25% | 25.58%-12.3pp | 24.91%-11.7pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,323 | $3,871+11.7% | $5,058-14.5% | $4,297+0.6% |
| Admin fee / account holder | $1,719 | $6,717-74.4% | $8,401-79.5% | $6,935-75.2% |