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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 | $116,542 | $62,583+86.2% | $76,767+51.8% | $64,173+81.6% |
| Participation rate | 95.7% | 72.8%+22.8pp | 77.0%+18.7pp | 69.6%+26.1pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,503 | $1,832+36.6% | $2,485+0.7% | $2,381+5.1% |
| Participant deferral / active EE | $8,099 | $3,145+157.5% | $3,852+110.3% | $3,470+133.4% |
| Admin fee / account holder | $5,711 | $4,667+22.4% | $6,675-14.4% | $4,887+16.9% |