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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 | $67,895 | $43,333+56.7% | $59,883+13.4% | $64,181+5.8% |
| Participation rate | 95.7% | 69.2%+26.6pp | 74.7%+21.0pp | 69.6%+26.2pp |
| Annual return | -6.32% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,527 | $2,029+123.1% | $2,722+66.3% | $2,381+90.2% |
| Participant deferral / active EE | $4,099 | $2,547+61.0% | $3,402+20.5% | $3,470+18.1% |
| Admin fee / account holder | $909 | $3,006-69.7% | $3,591-74.7% | $4,887-81.4% |