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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 | $75,239 | $43,333+73.6% | $59,883+25.6% | $64,181+17.2% |
| Participation rate | 93.6% | 69.2%+24.5pp | 74.7%+18.9pp | 69.6%+24.0pp |
| Annual return | -2.47% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $5,309 | $2,029+161.6% | $2,722+95.0% | $2,381+123.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,660 | $3,006+221.4% | $3,591+169.0% | $4,887+97.7% |