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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 | $74,865 | $43,344+72.7% | $59,899+25.0% | $64,173+16.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 74.7%+21.6pp | 69.6%+26.7pp |
| Annual return | -4.18% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,063 | $2,547+255.8% | $3,402+166.4% | $3,470+161.2% |
| Admin fee / account holder | $1,869 | $3,008-37.9% | $3,592-48.0% | $4,887-61.8% |