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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 | $68,846 | $58,587+17.5% | $83,322-17.4% | $64,173+7.3% |
| Participation rate | 98.7% | 72.0%+26.7pp | 77.8%+21.0pp | 69.6%+29.1pp |
| Annual return | -7.35% | 9.65%-17.0pp | 10.64%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,086 | $2,098+94.7% | $3,379+20.9% | $2,381+71.6% |
| Participant deferral / active EE | $3,359 | $4,654-27.8% | $5,565-39.6% | $3,470-3.2% |
| Admin fee / account holder | $8,919 | $9,279-3.9% | $7,540+18.3% | $4,887+82.5% |