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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 | $145,858 | $72,177+102.1% | $115,038+26.8% | $59,633+144.6% |
| Participation rate | 70.2% | 72.6%-2.3pp | 81.4%-11.2pp | 68.7%+1.5pp |
| Annual return | 0.06% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $763 | $2,841-73.2% | $4,608-83.4% | $2,203-65.4% |
| Participant deferral / active EE | $7,230 | $4,783+51.2% | $6,026+20.0% | $3,192+126.5% |
| Admin fee / account holder | $22,709 | $4,927+360.9% | $8,175+177.8% | $4,297+428.5% |