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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 | $24,511 | $153,311-84.0% | $109,313-77.6% | $273,972-91.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 5.42% | 29.86%-24.4pp | 22.07%-16.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,193 | $3,932-44.2% | $3,166-30.8% | $5,287-58.5% |
| Admin fee / account holder | $636 | $8,076-92.1% | $5,666-88.8% | $10,133-93.7% |