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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 | $86,058 | $113,941-24.5% | $94,229-8.7% | $125,389-31.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 0.24% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,381 | $4,727-28.5% | $3,587-5.7% | $4,866-30.5% |
| Participant deferral / active EE | $7,576 | $5,179+46.3% | $4,320+75.4% | $5,352+41.6% |
| Admin fee / account holder | $39,468 | $8,392+370.3% | $6,269+529.5% | $9,541+313.7% |