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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 | $49,723 | $153,311-67.6% | $109,313-54.5% | $273,972-81.9% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 6.87% | 29.86%-23.0pp | 22.07%-15.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,263 | $3,932+135.6% | $3,166+192.5% | $5,287+75.2% |
| Admin fee / account holder | $1,151 | $8,076-85.7% | $5,666-79.7% | $10,133-88.6% |