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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 | $68,889 | $103,949-33.7% | $69,182-0.4% | $273,972-74.9% |
| Participation rate | 90.9% | 67.4%+23.5pp | 55.1%+35.8pp | 83.0%+7.9pp |
| Annual return | 9.78% | 35.28%-25.5pp | -21.93%+31.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,455 | $2,716+174.4% | $1,897+293.0% | $5,287+41.0% |
| Admin fee / account holder | $423 | $3,671-88.5% | $2,697-84.3% | $10,133-95.8% |