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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 | $90,800 | $79,633+14.0% | $93,759-3.2% | $68,495+32.6% |
| Participation rate | 97.4% | 75.4%+22.0pp | 81.0%+16.4pp | 67.9%+29.5pp |
| Annual return | 10.04% | -0.10%+10.1pp | -11.33%+21.4pp | -7.84%+17.9pp |
| Employer contribution / active EE | $3,202 | $3,665-12.6% | $4,324-26.0% | $2,596+23.3% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,096-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,221 | $6,871-82.2% | $7,197-83.0% | $5,403-77.4% |