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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 | $174,986 | $50,947+243.5% | $74,551+134.7% | $64,173+172.7% |
| Participation rate | 89.7% | 61.1%+28.7pp | 69.1%+20.6pp | 69.6%+20.2pp |
| Annual return | 16.01% | -1.85%+17.9pp | 32.53%-16.5pp | 7.63%+8.4pp |
| Employer contribution / active EE | $2,564 | $1,115+129.9% | $1,961+30.8% | $2,381+7.7% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $78,179 | $4,221+1752.2% | $5,059+1445.3% | $4,887+1499.6% |