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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 | $140,415 | $72,177+94.5% | $115,038+22.1% | $59,633+135.5% |
| Participation rate | 75.5% | 72.6%+3.0pp | 81.4%-5.8pp | 68.7%+6.9pp |
| Annual return | 0.61% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,101 | $4,783+69.4% | $6,026+34.4% | $3,192+153.8% |
| Admin fee / account holder | $5,172 | $4,927+5.0% | $8,175-36.7% | $4,297+20.4% |