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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 | $86,466 | $155,188-44.3% | $40,656+112.7% | $155,188-44.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 43.0%+40.4pp | 80.8%+2.5pp |
| Annual return | 8.20% | 148.84%-140.6pp | 11.60%-3.4pp | 148.84%-140.6pp |
| Employer contribution / active EE | $1,927 | $4,248-54.6% | $964+100.0% | $4,248-54.6% |
| Participant deferral / active EE | $11,288 | $6,531+72.8% | $5,802+94.6% | $6,531+72.8% |
| Admin fee / account holder | $3,697 | $14,480-74.5% | $2,417+53.0% | $14,480-74.5% |