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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 | $235,563 | $88,707+165.6% | $74,184+217.5% | $273,972-14.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.38% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,134 | $3,159-64.1% | $2,370-52.1% | $4,869-76.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,079 | $8,717-64.7% | $5,586-44.9% | $10,133-69.6% |