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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 | $203,427 | $58,828+245.8% | $78,002+160.8% | $62,881+223.5% |
| Participation rate | 70.6% | 71.1%-0.5pp | 75.5%-4.9pp | 69.3%+1.3pp |
| Annual return | 5.85% | 17.16%-11.3pp | 425.99%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,011 | $2,686+123.8% | $3,497+71.9% | $3,203+87.7% |
| Admin fee / account holder | $888 | $4,393-79.8% | $5,481-83.8% | $4,296-79.3% |