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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 | $167,944 | $99,032+69.6% | $80,022+109.9% | $135,379+24.1% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | 1.31% | 15.39%-14.1pp | 11.22%-9.9pp | 519.79%-518.5pp |
| Employer contribution / active EE | $1,667 | $3,043-45.2% | $2,468-32.5% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,445 | $10,436-19.1% | $6,521+29.5% | $10,828-22.0% |