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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 | $80,307 | $43,338+85.3% | $59,887+34.1% | $64,173+25.1% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | -2.68% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,164 | $2,030+154.4% | $2,722+89.7% | $2,381+116.9% |
| Participant deferral / active EE | $6,732 | $2,547+164.3% | $3,402+97.9% | $3,470+94.0% |
| Admin fee / account holder | $3,714 | $3,007+23.5% | $3,591+3.4% | $4,887-24.0% |