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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 | $212,507 | $62,583+239.6% | $76,767+176.8% | $64,173+231.1% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -3.68% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,525 | $1,832+37.8% | $2,485+1.6% | $2,381+6.1% |
| Participant deferral / active EE | $5,723 | $3,145+82.0% | $3,852+48.6% | $3,470+64.9% |
| Admin fee / account holder | $7,706 | $4,667+65.1% | $6,675+15.4% | $4,887+57.7% |