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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 | $110,629 | $136,860-19.2% | $120,344-8.1% | $154,746-28.5% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 12.26% | 21.38%-9.1pp | 20.30%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,027 | $5,793-65.0% | $5,135-60.5% | $6,730-69.9% |
| Admin fee / account holder | $1,053 | $15,393-93.2% | $12,742-91.7% | $14,365-92.7% |