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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 | $113,795 | $62,583+81.8% | $76,767+48.2% | $64,173+77.3% |
| Participation rate | 85.3% | 72.8%+12.5pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,941 | $1,832+60.5% | $2,485+18.3% | $2,381+23.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,679 | $4,667-21.2% | $6,675-44.9% | $4,887-24.7% |