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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 | $49,237 | $90,486-45.6% | $78,676-37.4% | $273,972-82.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 5.07% | 75.62%-70.6pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $272 | $3,175-91.4% | $2,850-90.5% | $4,869-94.4% |
| Participant deferral / active EE | $819 | $3,901-79.0% | $3,517-76.7% | $5,287-84.5% |
| Admin fee / account holder | $22,237 | $5,263+322.5% | $4,510+393.1% | $10,133+119.5% |