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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 | $121,227 | $62,583+93.7% | $76,767+57.9% | $64,173+88.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -3.86% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,849 | $1,832+0.9% | $2,485-25.6% | $2,381-22.3% |
| Participant deferral / active EE | $1,630 | $3,145-48.2% | $3,852-57.7% | $3,470-53.0% |
| Admin fee / account holder | $7,525 | $4,667+61.2% | $6,675+12.7% | $4,887+54.0% |