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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 | $112,551 | $81,870+37.5% | $119,634-5.9% | $68,490+64.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 2.24% | -23.82%+26.1pp | -14.98%+17.2pp | -7.85%+10.1pp |
| Employer contribution / active EE | $2,470 | $2,692-8.3% | $4,232-41.6% | $2,597-4.9% |
| Participant deferral / active EE | $5,149 | $4,148+24.1% | $5,601-8.1% | $4,028+27.8% |
| Admin fee / account holder | $2,972 | $6,583-54.9% | $10,329-71.2% | $5,403-45.0% |