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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 | $178,395 | $56,484+215.8% | $169,452+5.3% | $64,173+178.0% |
| Participation rate | 95.5% | 64.5%+31.0pp | 77.8%+17.7pp | 69.6%+26.0pp |
| Annual return | -5.97% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,885 | $1,832+166.6% | $4,157+17.5% | $2,381+105.2% |
| Participant deferral / active EE | $9,824 | $3,448+184.9% | $5,277+86.2% | $3,470+183.1% |
| Admin fee / account holder | $4,448 | $4,174+6.6% | $9,110-51.2% | $4,887-9.0% |