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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 | $108,819 | $73,019+49.0% | $90,766+19.9% | $68,490+58.9% |
| Participation rate | 94.9% | 70.8%+24.0pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -14.17% | -13.81%-0.4pp | -12.16%-2.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,300 | $2,193+50.5% | $2,922+13.0% | $2,597+27.1% |
| Participant deferral / active EE | $5,934 | $3,626+63.6% | $4,565+30.0% | $4,028+47.3% |
| Admin fee / account holder | $10,626 | $5,897+80.2% | $8,446+25.8% | $5,403+96.7% |