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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 | $187,617 | $61,660+204.3% | $80,022+134.5% | $64,173+192.4% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.8%+20.3pp | 69.6%+26.6pp |
| Annual return | -1.67% | -0.33%-1.3pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $8,557 | $1,810+372.6% | $2,468+246.7% | $2,381+259.4% |
| Participant deferral / active EE | $6,531 | $2,968+120.1% | $3,686+77.2% | $3,470+88.2% |
| Admin fee / account holder | $1,389 | $5,417-74.4% | $6,521-78.7% | $4,887-71.6% |