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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 | $132,390 | $61,660+114.7% | $80,022+65.4% | $64,173+106.3% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -6.91% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,725 | $1,810+50.5% | $2,468+10.4% | $2,381+14.5% |
| Participant deferral / active EE | $6,764 | $2,968+127.9% | $3,686+83.5% | $3,470+94.9% |
| Admin fee / account holder | $2,743 | $5,417-49.4% | $6,521-57.9% | $4,887-43.9% |