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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 | $45,647 | $60,349-24.4% | $74,184-38.5% | $62,881-27.4% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 6.06% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,747 | $2,856-3.8% | $3,550-22.6% | $3,203-14.2% |
| Admin fee / account holder | $1,362 | $4,261-68.0% | $5,586-75.6% | $4,296-68.3% |