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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 | $164,201 | $62,583+162.4% | $76,767+113.9% | $64,173+155.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,078 | $1,832+68.0% | $2,485+23.9% | $2,381+29.3% |
| Participant deferral / active EE | $4,348 | $3,145+38.2% | $3,852+12.9% | $3,470+25.3% |
| Admin fee / account holder | $12,163 | $4,667+160.6% | $6,675+82.2% | $4,887+148.9% |