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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 | $90,321 | $72,404+24.7% | $110,243-18.1% | $64,173+40.7% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.1pp |
| Annual return | 1.63% | -6.29%+7.9pp | 314.76%-313.1pp | 7.63%-6.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,698 | $3,469+64.2% | $4,672+21.9% | $3,470+64.2% |
| Admin fee / account holder | $5,887 | $5,664+3.9% | $8,548-31.1% | $4,887+20.5% |