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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 | $52,589 | $81,487-35.5% | $102,412-48.6% | $80,935-35.0% |
| Participation rate | 91.8% | 66.8%+25.0pp | 74.5%+17.3pp | 67.7%+24.2pp |
| Annual return | 26.48% | 25.60%+0.9pp | 24.94%+1.5pp | 35.66%-9.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,727 | $3,871+125.5% | $5,060+72.5% | $4,299+103.0% |
| Admin fee / account holder | $2,812 | $6,717-58.1% | $8,388-66.5% | $6,924-59.4% |