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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 | $79,677 | $83,908-5.0% | $68,509+16.3% | $125,389-36.5% |
| Participation rate | 93.3% | 78.2%+15.2pp | 74.7%+18.6pp | 83.2%+10.1pp |
| Annual return | 0.96% | 14.48%-13.5pp | 8.27%-7.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,251 | $4,125-21.2% | $3,382-3.9% | $5,352-39.2% |
| Admin fee / account holder | $79,911 | $8,982+789.7% | $5,275+1415.0% | $9,541+737.6% |