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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 | $77,007 | $77,814-1.0% | $158,223-51.3% | $86,983-11.5% |
| Participation rate | 80.3% | 68.4%+11.9pp | 79.2%+1.1pp | 69.5%+10.8pp |
| Annual return | 17.17% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $550 | $2,592-78.8% | $4,109-86.6% | $2,584-78.7% |
| Participant deferral / active EE | $2,927 | $3,270-10.5% | $5,467-46.5% | $4,194-30.2% |
| Admin fee / account holder | $2,637 | $5,879-55.1% | $16,047-83.6% | $7,856-66.4% |