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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 | $122,078 | $62,583+95.1% | $76,767+59.0% | $64,173+90.2% |
| Participation rate | 97.8% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,359 | $1,832+137.9% | $2,485+75.4% | $2,381+83.1% |
| Participant deferral / active EE | $3,211 | $3,145+2.1% | $3,852-16.6% | $3,470-7.5% |
| Admin fee / account holder | $20,113 | $4,667+331.0% | $6,675+201.3% | $4,887+311.5% |