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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 | $50,030 | $106,524-53.0% | $152,301-67.2% | $87,485-42.8% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.4%+2.7pp | 68.9%+16.3pp |
| Annual return | 14.22% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,482 | $6,525-0.7% | $8,004-19.0% | $4,274+51.7% |
| Admin fee / account holder | $1,630 | $8,287-80.3% | $14,398-88.7% | $7,775-79.0% |