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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 | $90,262 | $97,881-7.8% | $80,004+12.8% | $125,389-28.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 2.17% | 9.36%-7.2pp | 7.63%-5.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,368 | $3,744+16.7% | $3,204+36.3% | $5,352-18.4% |
| Admin fee / account holder | $3,825 | $6,278-39.1% | $5,033-24.0% | $9,541-59.9% |