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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 | $166,651 | $61,660+170.3% | $80,022+108.3% | $64,181+159.7% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -3.75% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,680 | $1,810+324.2% | $2,468+211.2% | $2,381+222.6% |
| Participant deferral / active EE | $8,714 | $2,968+193.6% | $3,686+136.4% | $3,470+151.2% |
| Admin fee / account holder | $6,009 | $5,417+10.9% | $6,521-7.9% | $4,887+22.9% |