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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 | $77,049 | $105,623-27.1% | $87,502-11.9% | $273,972-71.9% |
| Participation rate | 91.3% | 78.2%+13.1pp | 73.8%+17.5pp | 83.0%+8.3pp |
| Annual return | 3.18% | 12.26%-9.1pp | 12.21%-9.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $105 | $3,141-96.7% | $2,550-95.9% | $4,869-97.8% |
| Participant deferral / active EE | $2,842 | $3,601-21.1% | $3,149-9.7% | $5,287-46.2% |
| Admin fee / account holder | $23,611 | $4,781+393.9% | $4,221+459.4% | $10,133+133.0% |