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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 | $187,078 | $50,947+267.2% | $74,551+150.9% | $64,173+191.5% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.1%+18.7pp | 69.6%+18.3pp |
| Annual return | -3.61% | -1.85%-1.8pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,605 | $1,115+492.1% | $1,961+236.8% | $2,381+177.4% |
| Participant deferral / active EE | $3,777 | $2,302+64.1% | $3,108+21.5% | $3,470+8.9% |
| Admin fee / account holder | $847 | $4,221-79.9% | $5,059-83.2% | $4,887-82.7% |