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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 | $103,396 | $87,733+17.9% | $106,554-3.0% | $85,851+20.4% |
| Participation rate | 85.1% | 71.9%+13.2pp | 76.1%+9.0pp | 69.3%+15.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3,278 | $2,073+58.2% | $2,819+16.3% | $2,565+27.8% |
| Participant deferral / active EE | $4,169 | $3,469+20.2% | $4,398-5.2% | $3,952+5.5% |
| Admin fee / account holder | $1,435 | $6,767-78.8% | $7,408-80.6% | $6,261-77.1% |