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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 | $181,472 | $52,836+243.5% | $105,736+71.6% | $64,173+182.8% |
| Participation rate | 96.4% | 66.5%+29.9pp | 76.3%+20.1pp | 69.6%+26.9pp |
| Annual return | -4.78% | 14.30%-19.1pp | 6.27%-11.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,045 | $1,827+12.0% | $3,268-37.4% | $2,381-14.1% |
| Participant deferral / active EE | $4,485 | $2,545+76.2% | $4,080+9.9% | $3,470+29.3% |
| Admin fee / account holder | $615 | $3,959-84.5% | $6,913-91.1% | $4,887-87.4% |