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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 | $60,298 | $69,590-13.4% | $136,867-55.9% | $94,015-35.9% |
| Participation rate | 94.4% | 66.3%+28.0pp | 74.5%+19.8pp | 70.8%+23.5pp |
| Annual return | 17.62% | 19.62%-2.0pp | 42.97%-25.4pp | 17.84%-0.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,845 | $3,437-17.2% | $4,924-42.2% | $4,249-33.1% |
| Admin fee / account holder | $5,618 | $8,912-37.0% | $10,340-45.7% | $8,951-37.2% |