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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 | $230,685 | $56,484+308.4% | $169,452+36.1% | $64,173+259.5% |
| Participation rate | 97.0% | 64.5%+32.5pp | 77.8%+19.2pp | 69.6%+27.4pp |
| Annual return | -3.07% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,605 | $1,832+151.3% | $4,157+10.8% | $2,381+93.4% |
| Participant deferral / active EE | $9,037 | $3,448+162.1% | $5,277+71.3% | $3,470+160.5% |
| Admin fee / account holder | $9,630 | $4,174+130.7% | $9,110+5.7% | $4,887+97.0% |