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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 | $72,668 | $96,558-24.7% | $80,977-10.3% | $273,972-73.5% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 20.21% | 15.14%+5.1pp | 17.11%+3.1pp | 41.46%-21.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,957 | $6,598-70.3% | $5,696-65.6% | $5,287-63.0% |
| Admin fee / account holder | $1,184 | $7,493-84.2% | $5,517-78.5% | $10,133-88.3% |