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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 | $71,642 | $69,977+2.4% | $108,582-34.0% | $62,881+13.9% |
| Participation rate | 93.9% | 72.9%+21.0pp | 79.6%+14.4pp | 69.3%+24.6pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,303 | $2,135+148.4% | $3,758+41.1% | $2,281+132.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,659 | $5,076-27.9% | $7,645-52.1% | $4,296-14.8% |