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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 | $97,466 | $43,344+124.9% | $59,899+62.7% | $64,173+51.9% |
| Participation rate | 92.4% | 69.2%+23.2pp | 74.7%+17.7pp | 69.6%+22.8pp |
| Annual return | -5.81% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,427 | $2,030+167.4% | $2,723+99.3% | $2,381+128.0% |
| Participant deferral / active EE | $7,705 | $2,547+202.4% | $3,402+126.4% | $3,470+122.1% |
| Admin fee / account holder | $22,502 | $3,008+648.0% | $3,592+526.4% | $4,887+360.4% |