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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 | $163,755 | $62,586+161.6% | $76,766+113.3% | $64,181+155.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -4.28% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,149 | $1,832+71.9% | $2,485+26.7% | $2,381+32.3% |
| Participant deferral / active EE | $7,556 | $3,145+140.3% | $3,851+96.2% | $3,470+117.8% |
| Admin fee / account holder | $34,648 | $4,667+642.4% | $6,675+419.1% | $4,887+608.9% |