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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 | $114,348 | $69,541+64.4% | $59,899+90.9% | $135,380-15.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 6.23% | 7.95%-1.7pp | 3.46%+2.8pp | 519.81%-513.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,050 | $4,206+91.4% | $3,402+136.6% | $5,609+43.5% |
| Admin fee / account holder | $4,467 | $5,737-22.1% | $3,592+24.3% | $10,828-58.7% |