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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 | $68,890 | $135,956-49.3% | $123,894-44.4% | $273,972-74.9% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 5.55% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,384 | $6,343-62.4% | $5,984-60.2% | $5,287-54.9% |
| Admin fee / account holder | $8,394 | $9,817-14.5% | $8,357+0.4% | $10,133-17.2% |