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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 | $172,872 | $62,589+176.2% | $76,768+125.2% | $64,173+169.4% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -3.80% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,847 | $1,832+219.1% | $2,485+135.3% | $2,381+145.6% |
| Participant deferral / active EE | $3,755 | $3,145+19.4% | $3,852-2.5% | $3,470+8.2% |
| Admin fee / account holder | $7,115 | $4,667+52.5% | $6,675+6.6% | $4,887+45.6% |