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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 | $82,961 | $110,278-24.8% | $95,740-13.3% | $139,466-40.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.40% | 27.19%-11.8pp | 28.41%-13.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,408 | $4,674-27.1% | $4,244-19.7% | $6,712-49.2% |
| Admin fee / account holder | $4,783 | $6,613-27.7% | $5,676-15.7% | $11,409-58.1% |