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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 | $95,916 | $110,083-12.9% | $151,645-36.8% | $68,490+40.0% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | 6.46% | -10.12%+16.6pp | 3.34%+3.1pp | -7.85%+14.3pp |
| Employer contribution / active EE | $5,345 | $4,470+19.6% | $6,165-13.3% | $2,597+105.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,293 | $7,718-31.4% | $11,614-54.4% | $5,403-2.0% |