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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 | $136,034 | $54,726+148.6% | $68,793+97.7% | $64,181+112.0% |
| Participation rate | 96.9% | 68.0%+28.8pp | 72.2%+24.6pp | 69.6%+27.3pp |
| Annual return | -4.01% | -1.62%-2.4pp | -4.63%+0.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $424 | $1,846-77.0% | $2,625-83.8% | $2,381-82.2% |
| Participant deferral / active EE | $4,981 | $2,626+89.7% | $3,311+50.4% | $3,470+43.6% |
| Admin fee / account holder | $6,346 | $4,027+57.6% | $5,131+23.7% | $4,887+29.8% |