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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 | $45,094 | $110,083-59.0% | $151,645-70.3% | $68,490-34.2% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | 6.89% | -10.12%+17.0pp | 3.34%+3.5pp | -7.85%+14.7pp |
| Employer contribution / active EE | $5,000 | $4,470+11.9% | $6,165-18.9% | $2,597+92.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,465 | $7,718-81.0% | $11,614-87.4% | $5,403-72.9% |