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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 | $174,149 | $62,583+178.3% | $76,767+126.9% | $64,173+171.4% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | -2.52% | -1.95%-0.6pp | 2.43%-4.9pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,203 | $1,832+129.4% | $2,485+69.1% | $2,381+76.5% |
| Participant deferral / active EE | $10,639 | $3,145+238.3% | $3,852+176.2% | $3,470+206.6% |
| Admin fee / account holder | $4,874 | $4,667+4.4% | $6,675-27.0% | $4,887-0.3% |