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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 | $117,683 | $62,583+88.0% | $76,767+53.3% | $64,173+83.4% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | -7.08% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,308 | $1,832+80.6% | $2,485+33.1% | $2,381+39.0% |
| Participant deferral / active EE | $2,476 | $3,145-21.3% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $3,182 | $4,667-31.8% | $6,675-52.3% | $4,887-34.9% |