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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 | $100,969 | $62,583+61.3% | $76,767+31.5% | $64,173+57.3% |
| Participation rate | 92.9% | 72.8%+20.1pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | -4.30% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $484 | $1,832-73.6% | $2,485-80.5% | $2,381-79.7% |
| Participant deferral / active EE | $4,847 | $3,145+54.1% | $3,852+25.9% | $3,470+39.7% |
| Admin fee / account holder | $12,980 | $4,667+178.1% | $6,675+94.4% | $4,887+165.6% |