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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 | $59,051 | $88,707-33.4% | $74,184-20.4% | $273,972-78.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 3.37% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,732 | $4,212-58.9% | $3,550-51.2% | $5,287-67.3% |
| Admin fee / account holder | $1,259 | $8,717-85.6% | $5,586-77.5% | $10,133-87.6% |