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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 | $54,493 | $65,712-17.1% | $57,196-4.7% | $273,972-80.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.57% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,887 | $3,280-12.0% | $2,683+7.6% | $4,869-40.7% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,681 | $4,838-44.6% | $3,141-14.6% | $10,133-73.5% |