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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 | $57,101 | $71,230-19.8% | $93,727-39.1% | $80,959-29.5% |
| Participation rate | 70.9% | 60.4%+10.5pp | 68.7%+2.2pp | 67.7%+3.2pp |
| Annual return | 14.38% | 11.26%+3.1pp | 133.83%-119.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,495 | $4,037-38.2% | $4,417-43.5% | $4,300-42.0% |
| Admin fee / account holder | $1,335 | $6,961-80.8% | $8,292-83.9% | $6,925-80.7% |