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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 | $74,807 | $88,707-15.7% | $74,184+0.8% | $273,972-72.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.99% | 11.94%-6.0pp | 17.74%-11.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,431 | $4,212-42.3% | $3,550-31.5% | $5,287-54.0% |
| Admin fee / account holder | $2,044 | $8,717-76.6% | $5,586-63.4% | $10,133-79.8% |