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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 | $84,951 | $95,404-11.0% | $113,397-25.1% | $82,637+2.8% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 0.00% | 19.08%-19.1pp | 23.20%-23.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $2,440 | $2,307+5.8% | $2,977-18.0% | $2,552-4.4% |
| Participant deferral / active EE | $6,439 | $4,220+52.6% | $5,076+26.8% | $4,126+56.1% |
| Admin fee / account holder | $1,670 | $9,168-81.8% | $11,957-86.0% | $7,339-77.3% |