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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 | $64,812 | $99,345-34.8% | $84,753-23.5% | $273,972-76.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,268 | $4,214+1.3% | $3,574+19.4% | $4,869-12.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,319 | $6,645-50.1% | $5,333-37.8% | $10,133-67.2% |