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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 | $87,070 | $82,028+6.1% | $123,105-29.3% | $59,633+46.0% |
| Participation rate | 73.1% | 83.2%-10.1pp | 86.8%-13.7pp | 68.7%+4.4pp |
| Annual return | 3.51% | 5.12%-1.6pp | 13.22%-9.7pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,626 | $4,667+170.5% | $6,229+102.7% | $3,192+295.6% |
| Admin fee / account holder | $4,154 | $5,879-29.3% | $9,014-53.9% | $4,297-3.3% |