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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 | $189,115 | $53,596+252.9% | $90,657+108.6% | $64,173+194.7% |
| Participation rate | 94.5% | 64.5%+30.0pp | 74.0%+20.5pp | 69.6%+25.0pp |
| Annual return | -5.07% | 4.41%-9.5pp | 1.89%-7.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,536 | $1,503+534.5% | $2,532+276.7% | $2,381+300.5% |
| Participant deferral / active EE | $4,881 | $2,459+98.5% | $3,424+42.5% | $3,470+40.7% |
| Admin fee / account holder | $36,217 | $3,868+836.4% | $4,994+625.2% | $4,887+641.0% |