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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 | $119,608 | $62,589+91.1% | $76,768+55.8% | $64,173+86.4% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.55% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,952 | $1,832+334.1% | $2,485+220.0% | $2,381+234.0% |
| Participant deferral / active EE | $18,700 | $3,145+494.6% | $3,852+385.5% | $3,470+438.9% |
| Admin fee / account holder | $3,127 | $4,667-33.0% | $6,675-53.1% | $4,887-36.0% |