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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 | $100,663 | $48,267+108.6% | $68,808+46.3% | $68,486+47.0% |
| Participation rate | 90.3% | 60.7%+29.7pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | 29.56% | -12.70%+42.3pp | -6.37%+35.9pp | -7.85%+37.4pp |
| Employer contribution / active EE | $1,290 | $1,829-29.5% | $2,656-51.4% | $2,597-50.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $797 | $4,362-81.7% | $4,936-83.9% | $5,404-85.3% |