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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 | $119,447 | $62,589+90.8% | $76,768+55.6% | $64,173+86.1% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 0.43% | -1.95%+2.4pp | 2.43%-2.0pp | 7.63%-7.2pp |
| Employer contribution / active EE | $1,856 | $1,832+1.3% | $2,485-25.3% | $2,381-22.0% |
| Participant deferral / active EE | $6,158 | $3,145+95.8% | $3,852+59.9% | $3,470+77.5% |
| Admin fee / account holder | $13,390 | $4,667+186.9% | $6,675+100.6% | $4,887+174.0% |