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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 | $147,923 | $177,595-16.7% | $148,496-0.4% | $198,609-25.5% |
| Participation rate | 83.3% | 79.3%+4.1pp | 76.0%+7.3pp | 82.4%+1.0pp |
| Annual return | 16.46% | 9.97%+6.5pp | 12.33%+4.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,526 | $5,539-54.4% | $4,808-47.5% | $6,977-63.8% |
| Admin fee / account holder | $2,239 | $27,010-91.7% | $19,547-88.5% | $19,030-88.2% |