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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 | $91,356 | $43,344+110.8% | $59,899+52.5% | $64,173+42.4% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | 6.46% | -1.55%+8.0pp | 3.46%+3.0pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,908 | $2,547+53.4% | $3,402+14.9% | $3,470+12.6% |
| Admin fee / account holder | $15,175 | $3,008+404.5% | $3,592+322.4% | $4,887+210.5% |