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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 | $52,645 | $79,955-34.2% | $98,461-46.5% | $75,173-30.0% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.2%-3.2pp | 67.2%+4.8pp |
| Annual return | 13.68% | 19.75%-6.1pp | 21.17%-7.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,624 | $3,752-30.1% | $4,738-44.6% | $4,126-36.4% |
| Admin fee / account holder | $6,017 | $6,841-12.1% | $8,961-32.9% | $5,651+6.5% |