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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 | $100,577 | $49,280+104.1% | $67,313+49.4% | $64,173+56.7% |
| Participation rate | 92.5% | 60.8%+31.7pp | 69.1%+23.4pp | 69.6%+22.9pp |
| Annual return | -4.63% | -1.39%-3.2pp | -4.08%-0.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,811 | $1,668+68.5% | $2,566+9.6% | $2,381+18.1% |
| Participant deferral / active EE | $7,274 | $2,484+192.8% | $3,568+103.9% | $3,470+109.7% |
| Admin fee / account holder | $489 | $3,863-87.3% | $4,507-89.2% | $4,887-90.0% |