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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 | $93,334 | $49,280+89.4% | $67,313+38.7% | $64,173+45.4% |
| Participation rate | 87.5% | 60.8%+26.7pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -4.06% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,376 | $1,668+162.3% | $2,566+70.5% | $2,381+83.8% |
| Participant deferral / active EE | $8,263 | $2,484+232.6% | $3,568+131.6% | $3,470+138.2% |
| Admin fee / account holder | $2,997 | $3,863-22.4% | $4,507-33.5% | $4,887-38.7% |