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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 | $137,891 | $62,583+120.3% | $76,767+79.6% | $64,173+114.9% |
| Participation rate | 81.7% | 72.8%+8.8pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,408 | $1,832+140.6% | $2,485+77.4% | $2,381+85.1% |
| Participant deferral / active EE | $9,348 | $3,145+197.2% | $3,852+142.7% | $3,470+169.4% |
| Admin fee / account holder | $10,405 | $4,667+122.9% | $6,675+55.9% | $4,887+112.9% |