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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 | $214,016 | $61,660+247.1% | $80,022+167.4% | $64,173+233.5% |
| Participation rate | 93.5% | 71.7%+21.9pp | 75.8%+17.7pp | 69.6%+24.0pp |
| Annual return | -3.42% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,871 | $1,810+113.8% | $2,468+56.8% | $2,381+62.6% |
| Participant deferral / active EE | $8,220 | $2,968+177.0% | $3,686+123.0% | $3,470+136.9% |
| Admin fee / account holder | $125,965 | $5,417+2225.3% | $6,521+1831.7% | $4,887+2477.3% |