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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 | $60,685 | $96,558-37.2% | $80,977-25.1% | $273,972-77.9% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 3.60% | 15.14%-11.5pp | 17.11%-13.5pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,934 | $6,598-25.2% | $5,696-13.4% | $5,287-6.7% |
| Admin fee / account holder | $97,592 | $7,493+1202.4% | $5,517+1669.1% | $10,133+863.1% |