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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 | $54,192 | $62,583-13.4% | $76,767-29.4% | $64,173-15.6% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | -1.03% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $3,812 | $1,832+108.1% | $2,485+53.4% | $2,381+60.1% |
| Participant deferral / active EE | $5,811 | $3,145+84.8% | $3,852+50.9% | $3,470+67.5% |
| Admin fee / account holder | $9,736 | $4,667+108.6% | $6,675+45.8% | $4,887+99.2% |