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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 | $125,978 | $61,660+104.3% | $80,022+57.4% | $64,173+96.3% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.6%+25.2pp |
| Annual return | -7.15% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,462 | $1,810+201.7% | $2,468+121.3% | $2,381+129.4% |
| Participant deferral / active EE | $4,413 | $2,968+48.7% | $3,686+19.7% | $3,470+27.2% |
| Admin fee / account holder | $1,674 | $5,417-69.1% | $6,521-74.3% | $4,887-65.7% |