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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 | $124,303 | $71,480+73.9% | $90,782+36.9% | $64,173+93.7% |
| Participation rate | 96.3% | 77.6%+18.7pp | 82.7%+13.6pp | 69.6%+26.7pp |
| Annual return | -1.64% | -4.25%+2.6pp | -3.42%+1.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $6,295 | $3,415+84.3% | $4,105+53.3% | $2,381+164.4% |
| Participant deferral / active EE | $5,583 | $4,302+29.8% | $5,366+4.0% | $3,470+60.9% |
| Admin fee / account holder | $1,764 | $6,309-72.0% | $5,908-70.1% | $4,887-63.9% |