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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 | $63,362 | $105,623-40.0% | $87,502-27.6% | $273,972-76.9% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 6.42% | 12.26%-5.8pp | 12.21%-5.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $718 | $3,141-77.1% | $2,550-71.8% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,161 | $4,781+7.9% | $4,221+22.3% | $10,133-49.1% |