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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 | $205,975 | $87,546+135.3% | $75,784+171.8% | $125,389+64.3% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | 0.89% | 13.49%-12.6pp | 9.68%-8.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,864 | $4,230+15.0% | $3,652+33.2% | $5,352-9.1% |
| Admin fee / account holder | $7,080 | $6,503+8.9% | $5,300+33.6% | $9,541-25.8% |