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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 | $192,680 | $73,848+160.9% | $143,799+34.0% | $68,486+181.3% |
| Participation rate | 79.5% | 66.7%+12.9pp | 80.3%-0.8pp | 67.9%+11.7pp |
| Annual return | -2.36% | 0.91%-3.3pp | -0.04%-2.3pp | -7.85%+5.5pp |
| Employer contribution / active EE | $3,508 | $3,184+10.2% | $4,952-29.2% | $2,597+35.1% |
| Participant deferral / active EE | $8,552 | $3,385+152.7% | $5,638+51.7% | $4,028+112.3% |
| Admin fee / account holder | $2,605 | $5,755-54.7% | $14,677-82.2% | $5,404-51.8% |