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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 | $89,590 | $99,345-9.8% | $84,753+5.7% | $273,972-67.3% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 5.70% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,183 | $4,214+117.9% | $3,574+156.9% | $4,869+88.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,633 | $6,645-60.4% | $5,333-50.6% | $10,133-74.0% |