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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 | $66,787 | $96,558-30.8% | $80,977-17.5% | $273,972-75.6% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 4.90% | 15.14%-10.2pp | 17.11%-12.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,536 | $6,598-46.4% | $5,696-37.9% | $5,287-33.1% |
| Admin fee / account holder | $1,944 | $7,493-74.1% | $5,517-64.8% | $10,133-80.8% |