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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 | $20,317 | $153,311-86.7% | $109,313-81.4% | $273,972-92.6% |
| Participation rate | 95.7% | 80.1%+15.6pp | 71.3%+24.4pp | 83.0%+12.6pp |
| Annual return | 5.70% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,474 | $3,932-62.5% | $3,166-53.5% | $5,287-72.1% |
| Admin fee / account holder | $1,880 | $8,076-76.7% | $5,666-66.8% | $10,133-81.5% |