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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 | $60,089 | $71,230-15.6% | $93,727-35.9% | $80,959-25.8% |
| Participation rate | 91.8% | 60.4%+31.4pp | 68.7%+23.1pp | 67.7%+24.2pp |
| Annual return | 18.21% | 11.26%+7.0pp | 133.83%-115.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,041 | $1,565+30.4% | $2,421-15.7% | $2,757-26.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,806 | $6,961-59.7% | $8,292-66.2% | $6,925-59.5% |