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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 | $57,586 | $72,177-20.2% | $115,037-49.9% | $59,633-3.4% |
| Participation rate | 75.5% | 72.6%+2.9pp | 81.4%-5.9pp | 68.7%+6.8pp |
| Annual return | 5.35% | 12.02%-6.7pp | 26.14%-20.8pp | 2041.40%-2036.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,107 | $4,783+6.8% | $6,026-15.3% | $3,192+60.0% |
| Admin fee / account holder | $2,463 | $4,927-50.0% | $8,175-69.9% | $4,297-42.7% |