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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 | $87,059 | $90,486-3.8% | $78,676+10.7% | $273,972-68.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 4.02% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $755 | $3,901-80.7% | $3,517-78.5% | $5,287-85.7% |
| Admin fee / account holder | $848 | $5,263-83.9% | $4,510-81.2% | $10,133-91.6% |