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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 | $70,203 | $43,344+62.0% | $59,899+17.2% | $64,173+9.4% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | -3.36% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,600 | $2,030+126.6% | $2,723+68.9% | $2,381+93.2% |
| Participant deferral / active EE | $4,254 | $2,547+67.0% | $3,402+25.0% | $3,470+22.6% |
| Admin fee / account holder | $3,517 | $3,008+16.9% | $3,592-2.1% | $4,887-28.0% |