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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 | $88,601 | $43,338+104.4% | $59,887+47.9% | $64,173+38.1% |
| Participation rate | 94.1% | 69.2%+25.0pp | 74.7%+19.4pp | 69.6%+24.5pp |
| Annual return | -4.51% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $9,982 | $2,030+391.8% | $2,722+266.7% | $2,381+319.3% |
| Participant deferral / active EE | $9,778 | $2,547+283.8% | $3,402+187.4% | $3,470+181.8% |
| Admin fee / account holder | $12,135 | $3,007+303.5% | $3,591+237.9% | $4,887+148.3% |