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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 | $94,618 | $101,778-7.0% | $164,975-42.6% | $80,925+16.9% |
| Participation rate | 83.9% | 71.8%+12.0pp | 78.6%+5.3pp | 67.7%+16.2pp |
| Annual return | 11.55% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,463 | $4,477-45.0% | $6,033-59.2% | $4,299-42.7% |
| Admin fee / account holder | $1,949 | $8,221-76.3% | $12,688-84.6% | $6,940-71.9% |