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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 | $57,810 | $100,194-42.3% | $122,979-53.0% | $86,983-33.5% |
| Participation rate | 80.0% | 73.0%+7.0pp | 77.2%+2.8pp | 69.5%+10.5pp |
| Annual return | 18.54% | 16.47%+2.1pp | 20.12%-1.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,771 | $4,133+88.0% | $5,003+55.3% | $4,194+85.3% |
| Admin fee / account holder | $1,192 | $10,148-88.3% | $12,864-90.7% | $7,856-84.8% |