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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 | $83,328 | $88,707-6.1% | $74,184+12.3% | $273,972-69.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.79% | 11.94%-8.2pp | 17.74%-13.9pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,077 | $4,212-26.9% | $3,550-13.3% | $5,287-41.8% |
| Admin fee / account holder | $5,324 | $8,717-38.9% | $5,586-4.7% | $10,133-47.5% |