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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 | $115,469 | $62,583+84.5% | $76,767+50.4% | $64,173+79.9% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -5.39% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,205 | $1,832-34.2% | $2,485-51.5% | $2,381-49.4% |
| Participant deferral / active EE | $8,460 | $3,145+169.0% | $3,852+119.7% | $3,470+143.8% |
| Admin fee / account holder | $3,554 | $4,667-23.9% | $6,675-46.8% | $4,887-27.3% |