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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 | $130,832 | $54,162+141.6% | $68,612+90.7% | $64,173+103.9% |
| Participation rate | 72.4% | 68.1%+4.4pp | 72.2%+0.2pp | 69.6%+2.8pp |
| Annual return | -7.28% | -1.62%-5.7pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,773 | $1,846+50.2% | $2,625+5.6% | $2,381+16.5% |
| Participant deferral / active EE | $5,540 | $2,626+110.9% | $3,311+67.3% | $3,470+59.7% |
| Admin fee / account holder | $738 | $4,029-81.7% | $5,131-85.6% | $4,887-84.9% |