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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 | $168,537 | $62,586+169.3% | $76,766+119.5% | $64,181+162.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -2.99% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $10,084 | $1,832+450.5% | $2,485+305.8% | $2,381+323.6% |
| Participant deferral / active EE | $6,153 | $3,145+95.7% | $3,851+59.7% | $3,470+77.3% |
| Admin fee / account holder | $19,499 | $4,667+317.8% | $6,675+192.1% | $4,887+299.0% |