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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 | $107,261 | $43,344+147.5% | $59,899+79.1% | $64,173+67.1% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | -0.63% | -1.55%+0.9pp | 3.46%-4.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $983 | $2,030-51.5% | $2,723-63.9% | $2,381-58.7% |
| Participant deferral / active EE | $2,655 | $2,547+4.2% | $3,402-22.0% | $3,470-23.5% |
| Admin fee / account holder | $11,845 | $3,008+293.8% | $3,592+229.7% | $4,887+142.4% |