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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 | $80,493 | $71,873+12.0% | $86,698-7.2% | $68,490+17.5% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $6,170 | $2,173+183.9% | $2,837+117.5% | $2,597+137.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,426 | $6,110-60.3% | $7,492-67.6% | $5,403-55.1% |