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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 | $93,061 | $43,344+114.7% | $59,899+55.4% | $64,173+45.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 74.7%+22.2pp | 69.6%+27.3pp |
| Annual return | 11.12% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,504 | $2,547+351.6% | $3,402+238.1% | $3,470+231.6% |
| Admin fee / account holder | $4,319 | $3,008+43.6% | $3,592+20.2% | $4,887-11.6% |