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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 | $112,856 | $61,660+83.0% | $80,022+41.0% | $64,173+75.9% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.8%+9.5pp | 69.6%+15.8pp |
| Annual return | -1.42% | -0.33%-1.1pp | 11.22%-12.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,798 | $1,810+54.5% | $2,468+13.4% | $2,381+17.5% |
| Participant deferral / active EE | $4,420 | $2,968+48.9% | $3,686+19.9% | $3,470+27.4% |
| Admin fee / account holder | $8,311 | $5,417+53.4% | $6,521+27.4% | $4,887+70.0% |