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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 | $88,276 | $64,729+36.4% | $112,263-21.4% | $68,490+28.9% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | 3.86% | -11.40%+15.3pp | 27.49%-23.6pp | -7.85%+11.7pp |
| Employer contribution / active EE | $2,815 | $2,746+2.5% | $3,636-22.6% | $2,597+8.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,104 | $5,222-78.9% | $6,410-82.8% | $5,403-79.6% |