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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 | $46,007 | $54,757-16.0% | $90,287-49.0% | $72,986-37.0% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 27.95% | 30.63%-2.7pp | 78.10%-50.2pp | 81.01%-53.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,588 | $2,887-10.3% | $3,885-33.4% | $3,607-28.3% |
| Admin fee / account holder | $1,381 | $3,972-65.2% | $5,351-74.2% | $5,124-73.0% |