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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 | $51,980 | $86,938-40.2% | $102,423-49.3% | $80,925-35.8% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.7%+16.4pp |
| Annual return | 14.13% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,502 | $4,120-15.0% | $5,054-30.7% | $4,299-18.5% |
| Admin fee / account holder | $2,041 | $8,053-74.7% | $9,455-78.4% | $6,940-70.6% |