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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 | $103,403 | $40,275+156.7% | $57,356+80.3% | $59,633+73.4% |
| Participation rate | 78.1% | 69.1%+9.0pp | 75.1%+3.0pp | 68.7%+9.5pp |
| Annual return | 1.48% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,291 | $2,400+203.8% | $3,162+130.6% | $3,192+128.5% |
| Admin fee / account holder | $6,903 | $2,820+144.8% | $3,357+105.6% | $4,297+60.7% |