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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 | $91,921 | $62,583+46.9% | $76,767+19.7% | $64,173+43.2% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -2.97% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,383 | $1,832+139.2% | $2,485+76.4% | $2,381+84.1% |
| Participant deferral / active EE | $5,903 | $3,145+87.7% | $3,852+53.3% | $3,470+70.1% |
| Admin fee / account holder | $19,431 | $4,667+316.3% | $6,675+191.1% | $4,887+297.6% |