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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 | $78,756 | $54,162+45.4% | $68,612+14.8% | $64,173+22.7% |
| Participation rate | 95.3% | 68.1%+27.3pp | 72.2%+23.1pp | 69.6%+25.8pp |
| Annual return | -2.82% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,903 | $1,846+57.2% | $2,625+10.6% | $2,381+21.9% |
| Participant deferral / active EE | $1,965 | $2,626-25.2% | $3,311-40.6% | $3,470-43.4% |
| Admin fee / account holder | $25,820 | $4,029+540.9% | $5,131+403.2% | $4,887+428.3% |