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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 | $156,837 | $62,583+150.6% | $76,767+104.3% | $64,173+144.4% |
| Participation rate | 85.4% | 72.8%+12.5pp | 77.0%+8.4pp | 69.6%+15.8pp |
| Annual return | -3.09% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,452 | $1,832+88.4% | $2,485+38.9% | $2,381+45.0% |
| Participant deferral / active EE | $9,515 | $3,145+202.5% | $3,852+147.0% | $3,470+174.2% |
| Admin fee / account holder | $13,039 | $4,667+179.4% | $6,675+95.3% | $4,887+166.8% |