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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 | $99,351 | $62,583+58.8% | $76,767+29.4% | $64,173+54.8% |
| Participation rate | 96.4% | 72.8%+23.5pp | 77.0%+19.4pp | 69.6%+26.8pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,656 | $1,832-9.6% | $2,485-33.4% | $2,381-30.5% |
| Participant deferral / active EE | $8,674 | $3,145+175.8% | $3,852+125.2% | $3,470+150.0% |
| Admin fee / account holder | $10,273 | $4,667+120.1% | $6,675+53.9% | $4,887+110.2% |