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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 | $101,562 | $43,344+134.3% | $59,899+69.6% | $64,173+58.3% |
| Participation rate | 81.0% | 69.2%+11.8pp | 74.7%+6.3pp | 69.6%+11.4pp |
| Annual return | -2.05% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $5,837 | $2,030+187.6% | $2,723+114.4% | $2,381+145.2% |
| Participant deferral / active EE | $1,347 | $2,547-47.1% | $3,402-60.4% | $3,470-61.2% |
| Admin fee / account holder | $3,345 | $3,008+11.2% | $3,592-6.9% | $4,887-31.6% |