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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 | $47,904 | $42,383+13.0% | $76,518-37.4% | $64,173-25.4% |
| Participation rate | 88.1% | 58.1%+30.0pp | 68.0%+20.1pp | 69.6%+18.5pp |
| Annual return | 13.28% | -16.54%+29.8pp | -0.27%+13.5pp | 7.63%+5.6pp |
| Employer contribution / active EE | $3,764 | $1,563+140.8% | $2,647+42.2% | $2,381+58.1% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,202 | $3,198-31.1% | $4,849-54.6% | $4,887-54.9% |