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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 | $72,760 | $43,333+67.9% | $59,883+21.5% | $64,181+13.4% |
| Participation rate | 82.5% | 69.2%+13.4pp | 74.7%+7.8pp | 69.6%+13.0pp |
| Annual return | -5.59% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,967 | $2,029+243.3% | $2,722+155.9% | $2,381+192.6% |
| Participant deferral / active EE | $6,300 | $2,547+147.4% | $3,402+85.2% | $3,470+81.6% |
| Admin fee / account holder | $15,117 | $3,006+402.9% | $3,591+321.0% | $4,887+209.3% |