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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 | $88,653 | $103,949-14.7% | $69,182+28.1% | $273,970-67.6% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 5.80% | 35.28%-29.5pp | -21.93%+27.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,941 | $2,716-28.5% | $1,897+2.3% | $5,287-63.3% |
| Admin fee / account holder | $8,404 | $3,671+129.0% | $2,697+211.6% | $10,132-17.1% |