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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 | $62,584 | $88,707-29.4% | $74,184-15.6% | $273,972-77.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 4.45% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,086 | $4,212+115.7% | $3,550+156.0% | $5,287+71.8% |
| Admin fee / account holder | $4,729 | $8,717-45.7% | $5,586-15.3% | $10,133-53.3% |