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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 | $152,485 | $153,311-0.5% | $109,313+39.5% | $273,972-44.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 1.39% | 29.86%-28.5pp | 22.07%-20.7pp | 41.46%-40.1pp |
| Employer contribution / active EE | $4,118 | $5,619-26.7% | $3,892+5.8% | $4,869-15.4% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38,463 | $8,076+376.3% | $5,666+578.8% | $10,133+279.6% |