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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 | $87,372 | $153,311-43.0% | $109,313-20.1% | $273,972-68.1% |
| Participation rate | 72.7% | 80.1%-7.4pp | 71.3%+1.5pp | 83.0%-10.3pp |
| Annual return | 5.85% | 29.86%-24.0pp | 22.07%-16.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,184 | $3,932+57.3% | $3,166+95.3% | $5,287+17.0% |
| Admin fee / account holder | $777 | $8,076-90.4% | $5,666-86.3% | $10,133-92.3% |