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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 | $101,844 | $53,596+90.0% | $90,657+12.3% | $64,173+58.7% |
| Participation rate | 86.0% | 64.5%+21.5pp | 74.0%+12.0pp | 69.6%+16.4pp |
| Annual return | -3.36% | 4.41%-7.8pp | 1.89%-5.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,426 | $1,503+61.4% | $2,532-4.2% | $2,381+1.9% |
| Participant deferral / active EE | $4,625 | $2,459+88.1% | $3,424+35.1% | $3,470+33.3% |
| Admin fee / account holder | $2,269 | $3,868-41.3% | $4,994-54.6% | $4,887-53.6% |