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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 | $93,855 | $72,404+29.6% | $110,243-14.9% | $64,173+46.3% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 0.84% | -6.29%+7.1pp | 314.76%-313.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,196 | $2,282-47.6% | $3,827-68.7% | $2,381-49.8% |
| Participant deferral / active EE | $3,287 | $3,469-5.3% | $4,672-29.7% | $3,470-5.3% |
| Admin fee / account holder | $27,282 | $5,664+381.6% | $8,548+219.2% | $4,887+458.2% |