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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 | $137,461 | $62,583+119.6% | $76,767+79.1% | $64,173+114.2% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.15% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,005 | $1,832+64.0% | $2,485+20.9% | $2,381+26.2% |
| Participant deferral / active EE | $4,807 | $3,145+52.8% | $3,852+24.8% | $3,470+38.5% |
| Admin fee / account holder | $1,826 | $4,667-60.9% | $6,675-72.6% | $4,887-62.6% |