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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 | $87,400 | $93,064-6.1% | $74,577+17.2% | $273,972-68.1% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 6.94% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,136 | $3,160-64.0% | $2,525-55.0% | $4,869-76.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,131 | $5,273-40.6% | $4,138-24.3% | $10,133-69.1% |