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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 | $137,421 | $43,344+217.0% | $59,899+129.4% | $64,173+114.1% |
| Participation rate | 97.0% | 69.2%+27.8pp | 74.7%+22.3pp | 69.6%+27.4pp |
| Annual return | -1.39% | -1.55%+0.2pp | 3.46%-4.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,145 | $2,030+5.7% | $2,723-21.2% | $2,381-9.9% |
| Participant deferral / active EE | $4,765 | $2,547+87.0% | $3,402+40.0% | $3,470+37.3% |
| Admin fee / account holder | $9,694 | $3,008+222.2% | $3,592+169.9% | $4,887+98.3% |