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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 | $90,924 | $105,623-13.9% | $87,502+3.9% | $273,972-66.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.42% | 12.26%-4.8pp | 12.21%-4.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $16,667 | $3,141+430.7% | $2,550+553.7% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,322 | $4,781-30.5% | $4,221-21.3% | $10,133-67.2% |