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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 | $189,872 | $73,863+157.1% | $143,797+32.0% | $68,490+177.2% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -1.25% | 0.91%-2.2pp | -0.04%-1.2pp | -7.85%+6.6pp |
| Employer contribution / active EE | $5,681 | $3,185+78.4% | $4,952+14.7% | $2,597+118.8% |
| Participant deferral / active EE | $4,961 | $3,385+46.6% | $5,638-12.0% | $4,028+23.2% |
| Admin fee / account holder | $2,874 | $5,756-50.1% | $14,679-80.4% | $5,403-46.8% |