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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 | $49,988 | $61,660-18.9% | $80,022-37.5% | $64,173-22.1% |
| Participation rate | 92.7% | 71.7%+21.0pp | 75.8%+16.9pp | 69.6%+23.2pp |
| Annual return | -5.25% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,035 | $1,810+122.9% | $2,468+63.5% | $2,381+69.5% |
| Participant deferral / active EE | $5,323 | $2,968+79.4% | $3,686+44.4% | $3,470+53.4% |
| Admin fee / account holder | $6,558 | $5,417+21.1% | $6,521+0.6% | $4,887+34.2% |