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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 | $133,164 | $50,947+161.4% | $74,549+78.6% | $64,173+107.5% |
| Participation rate | 95.1% | 61.1%+34.1pp | 69.1%+26.0pp | 69.6%+25.6pp |
| Annual return | -3.73% | -1.85%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,038 | $1,115+172.4% | $1,961+54.9% | $2,381+27.6% |
| Participant deferral / active EE | $1,923 | $2,302-16.4% | $3,108-38.1% | $3,470-44.6% |
| Admin fee / account holder | $3,644 | $4,221-13.7% | $5,059-28.0% | $4,887-25.4% |