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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 | $78,970 | $96,956-18.6% | $69,779+13.2% | $273,972-71.2% |
| Participation rate | 70.0% | 77.1%-7.1pp | 71.8%-1.8pp | 83.0%-13.0pp |
| Annual return | 5.15% | 12.93%-7.8pp | 12.99%-7.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,071 | $3,744-44.7% | $2,931-29.3% | $5,287-60.8% |
| Admin fee / account holder | $1,603 | $7,934-79.8% | $4,381-63.4% | $10,133-84.2% |