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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 | $71,548 | $58,600+22.1% | $83,327-14.1% | $64,173+11.5% |
| Participation rate | 93.0% | 72.0%+21.0pp | 77.8%+15.3pp | 69.6%+23.5pp |
| Annual return | -7.34% | 9.66%-17.0pp | 10.64%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,248 | $4,656+34.2% | $5,565+12.3% | $3,470+80.1% |
| Admin fee / account holder | $3,632 | $9,282-60.9% | $7,540-51.8% | $4,887-25.7% |