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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 | $100,299 | $62,589+60.2% | $76,768+30.7% | $64,173+56.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,502 | $1,832-18.0% | $2,485-39.6% | $2,381-36.9% |
| Participant deferral / active EE | $5,499 | $3,145+74.9% | $3,852+42.8% | $3,470+58.5% |
| Admin fee / account holder | $3,046 | $4,667-34.7% | $6,675-54.4% | $4,887-37.7% |