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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 | $129,102 | $177,595-27.3% | $148,496-13.1% | $198,609-35.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.0%+12.8pp | 82.4%+6.5pp |
| Annual return | 5.09% | 9.97%-4.9pp | 12.33%-7.2pp | 202.70%-197.6pp |
| Employer contribution / active EE | $8,021 | $4,098+95.7% | $3,497+129.3% | $5,055+58.7% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,366 | $27,010-83.8% | $19,547-77.7% | $19,030-77.1% |