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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 | $84,286 | $43,344+94.5% | $59,899+40.7% | $64,173+31.3% |
| Participation rate | 96.3% | 69.2%+27.1pp | 74.7%+21.6pp | 69.6%+26.7pp |
| Annual return | -1.55% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,282 | $2,030+12.4% | $2,723-16.2% | $2,381-4.1% |
| Participant deferral / active EE | $2,819 | $2,547+10.6% | $3,402-17.2% | $3,470-18.8% |
| Admin fee / account holder | $7,823 | $3,008+160.1% | $3,592+117.8% | $4,887+60.1% |