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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 | $111,720 | $69,977+59.7% | $108,582+2.9% | $62,881+77.7% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.3pp | 69.3%+2.9pp |
| Annual return | 5.41% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,736 | $3,165+144.5% | $4,311+79.5% | $3,203+141.5% |
| Admin fee / account holder | $16,560 | $5,076+226.2% | $7,645+116.6% | $4,296+285.5% |