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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 | $77,812 | $96,956-19.7% | $69,779+11.5% | $273,972-71.6% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,234 | $3,316-2.5% | $2,338+38.3% | $4,869-33.6% |
| Participant deferral / active EE | $7,908 | $3,744+111.2% | $2,931+169.8% | $5,287+49.6% |
| Admin fee / account holder | $1,413 | $7,934-82.2% | $4,381-67.7% | $10,133-86.1% |