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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 | $73,212 | $96,956-24.5% | $69,779+4.9% | $273,972-73.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 4.51% | 12.93%-8.4pp | 12.99%-8.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,167 | $3,316+86.0% | $2,338+163.7% | $4,869+26.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,230 | $7,934-84.5% | $4,381-71.9% | $10,133-87.9% |