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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 | $59,278 | $87,834-32.5% | $133,975-55.8% | $62,881-5.7% |
| Participation rate | 83.9% | 83.4%+0.5pp | 87.1%-3.2pp | 69.3%+14.6pp |
| Annual return | 10.69% | 12.05%-1.4pp | 29.29%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,964 | $4,812-38.4% | $6,282-52.8% | $3,203-7.5% |
| Admin fee / account holder | $1,742 | $5,372-67.6% | $9,324-81.3% | $4,296-59.5% |