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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 | $78,691 | $93,346-15.7% | $71,796+9.6% | $273,972-71.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.08% | 130.39%-123.3pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,202 | $3,475+20.9% | $2,794+50.4% | $5,287-20.5% |
| Admin fee / account holder | $8,313 | $6,571+26.5% | $4,815+72.7% | $10,133-18.0% |