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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 | $169,334 | $62,583+170.6% | $76,767+120.6% | $64,173+163.9% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -4.74% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,098 | $1,832+123.6% | $2,485+64.9% | $2,381+72.1% |
| Participant deferral / active EE | $7,957 | $3,145+153.0% | $3,852+106.6% | $3,470+129.3% |
| Admin fee / account holder | $4,956 | $4,667+6.2% | $6,675-25.8% | $4,887+1.4% |