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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 | $108,835 | $71,480+52.3% | $90,782+19.9% | $64,173+69.6% |
| Participation rate | 96.0% | 77.6%+18.4pp | 82.7%+13.3pp | 69.6%+26.4pp |
| Annual return | -2.60% | -4.25%+1.6pp | -3.42%+0.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,021 | $3,415-40.8% | $4,105-50.8% | $2,381-15.1% |
| Participant deferral / active EE | $6,618 | $4,302+53.8% | $5,366+23.3% | $3,470+90.7% |
| Admin fee / account holder | $43,328 | $6,309+586.8% | $5,908+633.4% | $4,887+786.5% |