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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 | $85,766 | $62,583+37.0% | $76,767+11.7% | $64,173+33.6% |
| Participation rate | 93.0% | 72.8%+20.2pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | -6.50% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,187 | $1,832+237.7% | $2,485+148.9% | $2,381+159.9% |
| Participant deferral / active EE | $5,667 | $3,145+80.2% | $3,852+47.1% | $3,470+63.3% |
| Admin fee / account holder | $18,777 | $4,667+302.3% | $6,675+181.3% | $4,887+284.2% |