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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 | $53,343 | $106,588-50.0% | $94,215-43.4% | $155,188-65.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 70.0%+18.9pp | 80.8%+8.1pp |
| Annual return | 15.37% | 29.39%-14.0pp | 28.22%-12.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,309 | $4,802-51.9% | $4,276-46.0% | $6,531-64.6% |
| Admin fee / account holder | $15,311 | $12,281+24.7% | $10,216+49.9% | $14,480+5.7% |