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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 | $130,288 | $72,404+79.9% | $110,243+18.2% | $64,173+103.0% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 6.34% | -6.29%+12.6pp | 314.76%-308.4pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,177 | $3,469+78.0% | $4,672+32.2% | $3,470+78.0% |
| Admin fee / account holder | $3,590 | $5,664-36.6% | $8,548-58.0% | $4,887-26.6% |