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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 | $207,097 | $62,589+230.9% | $76,768+169.8% | $64,173+222.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,971 | $1,832+7.6% | $2,485-20.7% | $2,381-17.2% |
| Participant deferral / active EE | $5,513 | $3,145+75.3% | $3,852+43.1% | $3,470+58.9% |
| Admin fee / account holder | $8,499 | $4,667+82.1% | $6,675+27.3% | $4,887+73.9% |