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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 | $59,202 | $56,484+4.8% | $169,452-65.1% | $64,173-7.7% |
| Participation rate | 96.3% | 64.5%+31.7pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -3.70% | -1.55%-2.2pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,680 | $1,832+46.2% | $4,157-35.5% | $2,381+12.5% |
| Participant deferral / active EE | $5,695 | $3,448+65.2% | $5,277+7.9% | $3,470+64.1% |
| Admin fee / account holder | $13,559 | $4,174+224.8% | $9,110+48.8% | $4,887+177.4% |