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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 | $52,046 | $110,083-52.7% | $151,639-65.7% | $68,486-24.0% |
| Participation rate | 92.8% | 84.0%+8.8pp | 87.5%+5.3pp | 67.9%+24.9pp |
| Annual return | 11.09% | -10.12%+21.2pp | 3.34%+7.7pp | -7.85%+18.9pp |
| Employer contribution / active EE | $1,469 | $4,470-67.1% | $6,165-76.2% | $2,597-43.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,854 | $7,718-63.0% | $11,613-75.4% | $5,404-47.2% |