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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 | $81,400 | $48,235+68.8% | $68,803+18.3% | $68,490+18.8% |
| Participation rate | 95.6% | 60.7%+34.9pp | 69.0%+26.6pp | 67.9%+27.7pp |
| Annual return | -13.68% | -12.70%-1.0pp | -6.37%-7.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $4,079 | $1,829+123.1% | $2,656+53.6% | $2,597+57.1% |
| Participant deferral / active EE | $3,221 | $2,867+12.4% | $3,942-18.3% | $4,028-20.0% |
| Admin fee / account holder | $1,468 | $4,361-66.3% | $4,936-70.3% | $5,403-72.8% |