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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 | $240,220 | $62,583+283.8% | $76,767+212.9% | $64,173+274.3% |
| Participation rate | 90.8% | 72.8%+18.0pp | 77.0%+13.8pp | 69.6%+21.2pp |
| Annual return | -2.22% | -1.95%-0.3pp | 2.43%-4.6pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,049 | $1,832+66.4% | $2,485+22.7% | $2,381+28.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,537 | $4,667+125.8% | $6,675+57.8% | $4,887+115.6% |