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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 | $65,695 | $181,896-63.9% | $156,551-58.0% | $273,972-76.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.25% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,757 | $6,248-71.9% | $5,501-68.1% | $4,869-63.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,764 | $15,560-88.7% | $13,028-86.5% | $10,133-82.6% |