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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 | $75,057 | $97,289-22.9% | $92,805-19.1% | $155,188-51.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 13.58% | 29.03%-15.5pp | 31.59%-18.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,665 | $8,795-24.2% | $8,448-21.1% | $6,531+2.1% |
| Admin fee / account holder | $1,479 | $12,015-87.7% | $10,911-86.4% | $14,480-89.8% |