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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 | $173,728 | $83,908+107.0% | $68,509+153.6% | $125,389+38.6% |
| Participation rate | 73.3% | 78.2%-4.8pp | 74.7%-1.4pp | 83.2%-9.9pp |
| Annual return | 1.07% | 14.48%-13.4pp | 8.27%-7.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,019 | $4,125-26.8% | $3,382-10.7% | $5,352-43.6% |
| Admin fee / account holder | $12,057 | $8,982+34.2% | $5,275+128.6% | $9,541+26.4% |