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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 | $87,667 | $110,240-20.5% | $96,544-9.2% | $139,487-37.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.47% | 26.41%-13.9pp | 25.88%-13.4pp | 373.84%-361.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,548 | $5,549-54.1% | $4,851-47.5% | $6,713-62.0% |
| Admin fee / account holder | $890 | $11,602-92.3% | $8,254-89.2% | $11,407-92.2% |