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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 | $68,059 | $83,485-18.5% | $125,192-45.6% | $72,975-6.7% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 20.67% | 25.77%-5.1pp | 43.79%-23.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,391 | $3,586-5.5% | $4,937-31.3% | $3,608-6.0% |
| Admin fee / account holder | $3,982 | $5,518-27.8% | $9,704-59.0% | $5,124-22.3% |