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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 | $180,764 | $61,660+193.2% | $80,022+125.9% | $64,173+181.7% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -4.46% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,331 | $1,810+249.7% | $2,468+156.5% | $2,381+165.9% |
| Participant deferral / active EE | $6,478 | $2,968+118.3% | $3,686+75.7% | $3,470+86.7% |
| Admin fee / account holder | $17,911 | $5,417+230.6% | $6,521+174.7% | $4,887+266.5% |