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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 | $219,443 | $58,600+274.5% | $83,327+163.4% | $64,173+242.0% |
| Participation rate | 87.1% | 72.0%+15.1pp | 77.8%+9.3pp | 69.6%+17.5pp |
| Annual return | -4.45% | 9.66%-14.1pp | 10.64%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,296 | $2,098+9.4% | $3,379-32.0% | $2,381-3.6% |
| Participant deferral / active EE | $8,851 | $4,656+90.1% | $5,565+59.0% | $3,470+155.1% |
| Admin fee / account holder | $7,068 | $9,282-23.8% | $7,540-6.3% | $4,887+44.6% |