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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 | $69,060 | $43,344+59.3% | $59,899+15.3% | $64,173+7.6% |
| Participation rate | 96.5% | 69.2%+27.4pp | 74.7%+21.8pp | 69.6%+26.9pp |
| Annual return | -5.72% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,391 | $2,030-31.5% | $2,723-48.9% | $2,381-41.6% |
| Participant deferral / active EE | $5,629 | $2,547+121.0% | $3,402+65.4% | $3,470+62.2% |
| Admin fee / account holder | $6,770 | $3,008+125.1% | $3,592+88.5% | $4,887+38.5% |