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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 | $45,190 | $58,587-22.9% | $83,322-45.8% | $64,173-29.6% |
| Participation rate | 94.6% | 72.0%+22.6pp | 77.8%+16.9pp | 69.6%+25.1pp |
| Annual return | -5.83% | 9.65%-15.5pp | 10.64%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,605 | $4,654+41.9% | $5,565+18.7% | $3,470+90.4% |
| Admin fee / account holder | $9,460 | $9,279+2.0% | $7,540+25.5% | $4,887+93.6% |