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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 | $117,637 | $61,660+90.8% | $80,022+47.0% | $64,173+83.3% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -3.25% | -0.33%-2.9pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,273 | $1,810+191.3% | $2,468+113.7% | $2,381+121.5% |
| Participant deferral / active EE | $3,518 | $2,968+18.6% | $3,686-4.5% | $3,470+1.4% |
| Admin fee / account holder | $23,577 | $5,417+335.2% | $6,521+261.5% | $4,887+382.4% |