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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 | $83,053 | $104,699-20.7% | $130,026-36.1% | - |
| Participation rate | 76.8% | 73.3%+3.4pp | 78.5%-1.7pp | - |
| Annual return | 18.92% | 12.02%+6.9pp | -137.26%+156.2pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,321-100.0% | - |
| Participant deferral / active EE | $5,068 | $4,216+20.2% | $5,821-12.9% | - |
| Admin fee / account holder | $11,063 | $5,899+87.5% | $10,608+4.3% | - |