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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 | $28,058 | $99,345-71.8% | $84,753-66.9% | $273,972-89.8% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.44% | 22.93%-18.5pp | 22.78%-18.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,288 | $4,270+47.3% | $3,712+69.4% | $5,287+18.9% |
| Admin fee / account holder | $1,004 | $6,645-84.9% | $5,333-81.2% | $10,133-90.1% |