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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 | $69,255 | $99,345-30.3% | $84,753-18.3% | $273,972-74.7% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,142 | $4,270-26.4% | $3,712-15.3% | $5,287-40.6% |
| Admin fee / account holder | $2,222 | $6,645-66.6% | $5,333-58.3% | $10,133-78.1% |