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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 | $90,961 | $71,480+27.3% | $90,782+0.2% | $64,173+41.7% |
| Participation rate | 93.7% | 77.6%+16.1pp | 82.7%+11.0pp | 69.6%+24.1pp |
| Annual return | -3.79% | -4.25%+0.5pp | -3.42%-0.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,937 | $3,415+103.1% | $4,105+69.0% | $2,381+191.4% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,108 | $6,309+12.7% | $5,908+20.3% | $4,887+45.4% |