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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 | $94,743 | $43,338+118.6% | $59,887+58.2% | $64,173+47.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 74.7%+17.5pp | 69.6%+22.6pp |
| Annual return | -0.95% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $6,550 | $2,030+222.7% | $2,722+140.6% | $2,381+175.1% |
| Participant deferral / active EE | $7,825 | $2,547+207.2% | $3,402+130.0% | $3,470+125.5% |
| Admin fee / account holder | $6,179 | $3,007+105.5% | $3,591+72.1% | $4,887+26.4% |