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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 | $137,991 | $61,660+123.8% | $80,022+72.4% | $64,173+115.0% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.8%+0.6pp | 69.6%+6.9pp |
| Annual return | -3.82% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,108 | $1,810+126.9% | $2,468+66.5% | $2,381+72.6% |
| Participant deferral / active EE | $5,375 | $2,968+81.1% | $3,686+45.8% | $3,470+54.9% |
| Admin fee / account holder | $2,340 | $5,417-56.8% | $6,521-64.1% | $4,887-52.1% |