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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 | $77,495 | $82,028-5.5% | $123,105-37.0% | $59,633+30.0% |
| Participation rate | 89.4% | 83.2%+6.2pp | 86.8%+2.6pp | 68.7%+20.7pp |
| Annual return | 3.83% | 5.12%-1.3pp | 13.22%-9.4pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,612 | $4,667-22.6% | $6,229-42.0% | $3,192+13.2% |
| Admin fee / account holder | $1,606 | $5,879-72.7% | $9,014-82.2% | $4,297-62.6% |