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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 | $99,861 | $62,589+59.5% | $76,768+30.1% | $64,173+55.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -5.18% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,844 | $1,832+55.2% | $2,485+14.4% | $2,381+19.5% |
| Participant deferral / active EE | $7,592 | $3,145+141.4% | $3,852+97.1% | $3,470+118.8% |
| Admin fee / account holder | $2,036 | $4,667-56.4% | $6,675-69.5% | $4,887-58.3% |