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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 | $74,674 | $50,947+46.6% | $74,549+0.2% | $64,173+16.4% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | -4.11% | -1.85%-2.3pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,598 | $1,115+312.2% | $1,961+134.5% | $2,381+93.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,497 | $4,221+53.9% | $5,059+28.4% | $4,887+32.9% |