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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 | $68,374 | $43,344+57.7% | $59,899+14.1% | $64,173+6.5% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -2.81% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,874 | $2,030+140.2% | $2,723+79.0% | $2,381+104.7% |
| Participant deferral / active EE | $1,552 | $2,547-39.1% | $3,402-54.4% | $3,470-55.3% |
| Admin fee / account holder | $1,919 | $3,008-36.2% | $3,592-46.6% | $4,887-60.7% |