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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 | $123,535 | $62,583+97.4% | $76,767+60.9% | $64,173+92.5% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -3.31% | -1.95%-1.4pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $7,607 | $1,832+315.2% | $2,485+206.1% | $2,381+219.5% |
| Participant deferral / active EE | $4,268 | $3,145+35.7% | $3,852+10.8% | $3,470+23.0% |
| Admin fee / account holder | $1,239 | $4,667-73.5% | $6,675-81.4% | $4,887-74.7% |