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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 | $181,707 | $76,401+137.8% | $106,387+70.8% | $64,173+183.2% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.5%+14.5pp | 69.6%+22.4pp |
| Annual return | 3.03% | -2.19%+5.2pp | 0.25%+2.8pp | 7.63%-4.6pp |
| Employer contribution / active EE | $19,000 | $2,680+608.9% | $3,520+439.8% | $2,381+698.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,001 | $4,610+30.2% | $7,510-20.1% | $4,887+22.8% |