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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 | $96,963 | $62,583+54.9% | $76,767+26.3% | $64,173+51.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -5.13% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,620 | $1,832+152.2% | $2,485+85.9% | $2,381+94.1% |
| Participant deferral / active EE | $6,552 | $3,145+108.3% | $3,852+70.1% | $3,470+88.8% |
| Admin fee / account holder | $1,934 | $4,667-58.6% | $6,675-71.0% | $4,887-60.4% |