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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 | $131,126 | $62,589+109.5% | $76,768+70.8% | $64,173+104.3% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -2.85% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,284 | $1,832+24.6% | $2,485-8.1% | $2,381-4.1% |
| Participant deferral / active EE | $7,149 | $3,145+127.3% | $3,852+85.6% | $3,470+106.1% |
| Admin fee / account holder | $72,210 | $4,667+1447.2% | $6,675+981.8% | $4,887+1377.5% |