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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 | $73,438 | $49,280+49.0% | $67,313+9.1% | $64,173+14.4% |
| Participation rate | 88.0% | 60.8%+27.2pp | 69.1%+18.9pp | 69.6%+18.4pp |
| Annual return | -4.87% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,645 | $1,668+58.5% | $2,566+3.1% | $2,381+11.1% |
| Participant deferral / active EE | $4,976 | $2,484+100.3% | $3,568+39.5% | $3,470+43.4% |
| Admin fee / account holder | $7,544 | $3,863+95.3% | $4,507+67.4% | $4,887+54.4% |