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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 | $34,606 | $153,311-77.4% | $109,313-68.3% | $273,972-87.4% |
| Participation rate | 93.3% | 80.1%+13.2pp | 71.3%+22.1pp | 83.0%+10.3pp |
| Annual return | 6.37% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,291 | $3,932+9.1% | $3,166+35.5% | $5,287-18.8% |
| Admin fee / account holder | $317 | $8,076-96.1% | $5,666-94.4% | $10,133-96.9% |