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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 | $100,509 | $54,162+85.6% | $68,612+46.5% | $64,173+56.6% |
| Participation rate | 92.2% | 68.1%+24.2pp | 72.2%+20.0pp | 69.6%+22.6pp |
| Annual return | -2.97% | -1.62%-1.4pp | -4.63%+1.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,005 | $1,846+62.8% | $2,625+14.5% | $2,381+26.2% |
| Participant deferral / active EE | $5,094 | $2,626+94.0% | $3,311+53.8% | $3,470+46.8% |
| Admin fee / account holder | $37,169 | $4,029+822.6% | $5,131+624.4% | $4,887+660.5% |