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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 | $121,414 | $43,338+180.2% | $59,887+102.7% | $64,173+89.2% |
| Participation rate | 95.6% | 69.2%+26.4pp | 74.7%+20.9pp | 69.6%+26.0pp |
| Annual return | -5.47% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,709 | $2,030+33.5% | $2,722-0.5% | $2,381+13.8% |
| Participant deferral / active EE | $3,520 | $2,547+38.2% | $3,402+3.5% | $3,470+1.5% |
| Admin fee / account holder | $30,180 | $3,007+903.5% | $3,591+740.4% | $4,887+517.5% |