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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 | $110,591 | $81,870+35.1% | $119,634-7.6% | $68,490+61.5% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.6pp | 67.9%+30.0pp |
| Annual return | 4.88% | -23.82%+28.7pp | -14.98%+19.9pp | -7.85%+12.7pp |
| Employer contribution / active EE | $5,886 | $2,692+118.7% | $4,232+39.1% | $2,597+126.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,257 | $6,583-35.3% | $10,329-58.8% | $5,403-21.2% |