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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 | $99,318 | $62,583+58.7% | $76,767+29.4% | $64,173+54.8% |
| Participation rate | 89.6% | 72.8%+16.8pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -5.07% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,072 | $1,832+67.7% | $2,485+23.6% | $2,381+29.0% |
| Participant deferral / active EE | $3,756 | $3,145+19.4% | $3,852-2.5% | $3,470+8.3% |
| Admin fee / account holder | $9,764 | $4,667+109.2% | $6,675+46.3% | $4,887+99.8% |