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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 | $65,284 | $72,177-9.5% | $115,037-43.2% | $59,632+9.5% |
| Participation rate | 72.7% | 72.6%+0.2pp | 81.4%-8.6pp | 68.7%+4.1pp |
| Annual return | 5.44% | 12.02%-6.6pp | 26.14%-20.7pp | 2041.32%-2035.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,203 | $4,783+8.8% | $6,026-13.7% | $3,192+63.0% |
| Admin fee / account holder | $4,771 | $4,927-3.2% | $8,175-41.6% | $4,297+11.0% |