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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 | $115,086 | $62,586+83.9% | $76,766+49.9% | $64,181+79.3% |
| Participation rate | 98.6% | 72.8%+25.7pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,595 | $1,832+205.4% | $2,485+125.1% | $2,381+135.0% |
| Participant deferral / active EE | $4,260 | $3,145+35.5% | $3,851+10.6% | $3,470+22.8% |
| Admin fee / account holder | $4,580 | $4,667-1.9% | $6,675-31.4% | $4,887-6.3% |