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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 | $152,950 | $62,583+144.4% | $76,767+99.2% | $64,173+138.3% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -6.52% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,552 | $1,832+148.4% | $2,485+83.1% | $2,381+91.2% |
| Participant deferral / active EE | $8,402 | $3,145+167.2% | $3,852+118.1% | $3,470+142.2% |
| Admin fee / account holder | $4,991 | $4,667+6.9% | $6,675-25.2% | $4,887+2.1% |