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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 | $124,228 | $69,977+77.5% | $108,582+14.4% | $62,881+97.6% |
| Participation rate | 84.0% | 72.9%+11.1pp | 79.6%+4.4pp | 69.3%+14.7pp |
| Annual return | 11.32% | 10.73%+0.6pp | -51.70%+63.0pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,333 | $2,135-37.5% | $3,758-64.5% | $2,281-41.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,328 | $5,076-34.4% | $7,645-56.5% | $4,296-22.5% |