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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 | $94,395 | $96,558-2.2% | $80,977+16.6% | $273,972-65.5% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 4.52% | 15.14%-10.6pp | 17.11%-12.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,319 | $6,598-34.5% | $5,696-24.2% | $5,287-18.3% |
| Admin fee / account holder | $676 | $7,493-91.0% | $5,517-87.8% | $10,133-93.3% |