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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 | $171,222 | $61,660+177.7% | $80,022+114.0% | $64,173+166.8% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.8%+16.0pp | 69.6%+22.3pp |
| Annual return | -5.06% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,061 | $1,810+69.1% | $2,468+24.0% | $2,381+28.6% |
| Participant deferral / active EE | $6,662 | $2,968+124.5% | $3,686+80.8% | $3,470+92.0% |
| Admin fee / account holder | $1,622 | $5,417-70.1% | $6,521-75.1% | $4,887-66.8% |