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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 | $94,494 | $62,583+51.0% | $76,767+23.1% | $64,173+47.2% |
| Participation rate | 82.9% | 72.8%+10.1pp | 77.0%+5.9pp | 69.6%+13.3pp |
| Annual return | -5.82% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,263 | $1,832+187.3% | $2,485+111.8% | $2,381+121.1% |
| Participant deferral / active EE | $3,568 | $3,145+13.5% | $3,852-7.4% | $3,470+2.8% |
| Admin fee / account holder | $1,921 | $4,667-58.8% | $6,675-71.2% | $4,887-60.7% |