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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 | $120,687 | $43,333+178.5% | $59,883+101.5% | $64,181+88.0% |
| Participation rate | 83.6% | 69.2%+14.5pp | 74.7%+8.9pp | 69.6%+14.1pp |
| Annual return | -4.75% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,074 | $2,547+60.0% | $3,402+19.8% | $3,470+17.4% |
| Admin fee / account holder | $4,576 | $3,006+52.2% | $3,591+27.5% | $4,887-6.4% |