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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 | $94,885 | $58,600+61.9% | $83,327+13.9% | $64,173+47.9% |
| Participation rate | 92.1% | 72.0%+20.1pp | 77.8%+14.3pp | 69.6%+22.5pp |
| Annual return | -3.44% | 9.66%-13.1pp | 10.64%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,246 | $2,098+150.0% | $3,379+55.2% | $2,381+120.3% |
| Participant deferral / active EE | $7,442 | $4,656+59.9% | $5,565+33.7% | $3,470+114.5% |
| Admin fee / account holder | $8,860 | $9,282-4.5% | $7,540+17.5% | $4,887+81.3% |