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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 | $44,665 | $99,345-55.0% | $84,753-47.3% | $273,972-83.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 4.86% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $14,897 | $4,214+253.5% | $3,574+316.8% | $4,869+206.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,923 | $6,645-41.0% | $5,333-26.4% | $10,133-61.3% |