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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 | $45,131 | $32,037+40.9% | $69,182-34.8% | $62,881-28.2% |
| Participation rate | 90.0% | 43.4%+46.6pp | 55.1%+34.9pp | 69.3%+20.7pp |
| Annual return | 5.87% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $750 | $679+10.4% | $1,206-37.8% | $2,281-67.1% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,069 | $2,608-59.0% | $2,697-60.4% | $4,296-75.1% |