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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 | $72,890 | $153,311-52.5% | $109,313-33.3% | $273,972-73.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.23% | 29.86%-25.6pp | 22.07%-17.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,464 | $3,932+39.0% | $3,166+72.5% | $5,287+3.3% |
| Admin fee / account holder | $5,139 | $8,076-36.4% | $5,666-9.3% | $10,133-49.3% |