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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 | $160,873 | $87,544+83.8% | $75,784+112.3% | $125,388+28.3% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,642 | $4,229+80.7% | $3,652+109.3% | $5,352+42.8% |
| Admin fee / account holder | $961 | $6,502-85.2% | $5,300-81.9% | $9,541-89.9% |