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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 | $74,782 | $58,577+27.7% | $83,323-10.3% | $64,181+16.5% |
| Participation rate | 82.2% | 72.0%+10.2pp | 77.8%+4.5pp | 69.6%+12.7pp |
| Annual return | -6.99% | 9.65%-16.6pp | 10.63%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,389 | $4,654+144.7% | $5,565+104.7% | $3,470+228.3% |
| Admin fee / account holder | $8,051 | $9,275-13.2% | $7,539+6.8% | $4,887+64.7% |