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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 | $147,777 | $62,583+136.1% | $76,767+92.5% | $64,173+130.3% |
| Participation rate | 95.6% | 72.8%+22.7pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,275 | $1,832+297.1% | $2,485+192.7% | $2,381+205.6% |
| Participant deferral / active EE | $4,487 | $3,145+42.7% | $3,852+16.5% | $3,470+29.3% |
| Admin fee / account holder | $6,232 | $4,667+33.5% | $6,675-6.6% | $4,887+27.5% |