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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 | $158,562 | $61,660+157.2% | $80,022+98.1% | $64,181+147.1% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -4.54% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,209 | $1,810+22.0% | $2,468-10.5% | $2,381-7.2% |
| Participant deferral / active EE | $6,499 | $2,968+119.0% | $3,686+76.3% | $3,470+87.3% |
| Admin fee / account holder | $39,658 | $5,417+632.1% | $6,521+508.1% | $4,887+711.5% |