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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 | $174,015 | $62,583+178.1% | $76,767+126.7% | $64,173+171.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -3.98% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,871 | $1,832+56.7% | $2,485+15.5% | $2,381+20.6% |
| Participant deferral / active EE | $5,512 | $3,145+75.3% | $3,852+43.1% | $3,470+58.9% |
| Admin fee / account holder | $6,530 | $4,667+39.9% | $6,675-2.2% | $4,887+33.6% |