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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 | $69,522 | $43,344+60.4% | $59,899+16.1% | $64,173+8.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 74.7%+14.2pp | 69.6%+19.3pp |
| Annual return | -2.16% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $7,411 | $2,030+265.2% | $2,723+172.2% | $2,381+211.3% |
| Participant deferral / active EE | $5,860 | $2,547+130.0% | $3,402+72.2% | $3,470+68.9% |
| Admin fee / account holder | $2,420 | $3,008-19.6% | $3,592-32.6% | $4,887-50.5% |