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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 | $104,488 | $62,583+67.0% | $76,767+36.1% | $64,173+62.8% |
| Participation rate | 95.6% | 72.8%+22.8pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | -5.50% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,674 | $1,832-8.6% | $2,485-32.7% | $2,381-29.7% |
| Participant deferral / active EE | $4,495 | $3,145+42.9% | $3,852+16.7% | $3,470+29.6% |
| Admin fee / account holder | $9,268 | $4,667+98.6% | $6,675+38.8% | $4,887+89.6% |