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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 | $105,022 | $58,600+79.2% | $83,327+26.0% | $64,173+63.7% |
| Participation rate | 93.7% | 72.0%+21.6pp | 77.8%+15.9pp | 69.6%+24.1pp |
| Annual return | -4.78% | 9.66%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,790 | $4,656+131.8% | $5,565+93.9% | $3,470+211.0% |
| Admin fee / account holder | $1,630 | $9,282-82.4% | $7,540-78.4% | $4,887-66.6% |