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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 | $124,844 | $96,956+28.8% | $69,779+78.9% | $273,972-54.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 6.16% | 12.93%-6.8pp | 12.99%-6.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,443 | $3,744+98.8% | $2,931+154.0% | $5,287+40.8% |
| Admin fee / account holder | $5,299 | $7,934-33.2% | $4,381+21.0% | $10,133-47.7% |