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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 | $193,872 | $62,589+209.8% | $76,768+152.5% | $64,173+202.1% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -3.24% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,312 | $1,832+26.2% | $2,485-7.0% | $2,381-2.9% |
| Participant deferral / active EE | $6,855 | $3,145+118.0% | $3,852+78.0% | $3,470+97.6% |
| Admin fee / account holder | $19,288 | $4,667+313.3% | $6,675+189.0% | $4,887+294.7% |