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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 | $85,071 | $43,344+96.3% | $59,899+42.0% | $64,173+32.6% |
| Participation rate | 92.5% | 69.2%+23.3pp | 74.7%+17.8pp | 69.6%+22.9pp |
| Annual return | -0.48% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $8,416 | $2,030+314.7% | $2,723+209.1% | $2,381+253.5% |
| Participant deferral / active EE | $4,911 | $2,547+92.8% | $3,402+44.3% | $3,470+41.6% |
| Admin fee / account holder | $2,072 | $3,008-31.1% | $3,592-42.3% | $4,887-57.6% |