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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 | $57,800 | $88,707-34.8% | $74,184-22.1% | $273,972-78.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 6.41% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,273 | $3,159-28.1% | $2,370-4.1% | $4,869-53.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,417 | $8,717-83.7% | $5,586-74.6% | $10,133-86.0% |