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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 | $88,486 | $95,193-7.0% | $76,523+15.6% | $135,382-34.6% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.2pp | 82.6%-1.4pp |
| Annual return | 10.02% | 4.85%+5.2pp | -0.27%+10.3pp | 519.77%-509.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,622 | $4,639-43.5% | $3,835-31.6% | $5,609-53.3% |
| Admin fee / account holder | $25,827 | $6,249+313.3% | $4,848+432.7% | $10,829+138.5% |