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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 | $136,731 | $61,660+121.8% | $80,022+70.9% | $64,173+113.1% |
| Participation rate | 95.7% | 71.7%+24.1pp | 75.8%+19.9pp | 69.6%+26.2pp |
| Annual return | -6.35% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,980 | $1,810+9.3% | $2,468-19.8% | $2,381-16.9% |
| Participant deferral / active EE | $5,852 | $2,968+97.2% | $3,686+58.8% | $3,470+68.7% |
| Admin fee / account holder | $9,630 | $5,417+77.8% | $6,521+47.7% | $4,887+97.0% |