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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 | $150,917 | $62,589+141.1% | $76,768+96.6% | $64,173+135.2% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -3.14% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $733 | $1,832-60.0% | $2,485-70.5% | $2,381-69.2% |
| Participant deferral / active EE | $6,755 | $3,145+114.8% | $3,852+75.4% | $3,470+94.7% |
| Admin fee / account holder | $15,450 | $4,667+231.0% | $6,675+131.5% | $4,887+216.1% |