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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 | $51,278 | $94,529-45.8% | $140,019-63.4% | $64,173-20.1% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | 0.52% | 7.77%-7.3pp | 651.17%-650.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,727 | $3,812-28.5% | $5,605-51.4% | $2,381+14.5% |
| Participant deferral / active EE | $3,751 | $5,250-28.6% | $6,927-45.9% | $3,470+8.1% |
| Admin fee / account holder | $17,215 | $6,741+155.4% | $10,705+60.8% | $4,887+252.2% |