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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 | $130,064 | $43,338+200.1% | $59,887+117.2% | $64,173+102.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | -6.01% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $15,332 | $2,030+655.3% | $2,722+463.2% | $2,381+544.0% |
| Participant deferral / active EE | $4,806 | $2,547+88.7% | $3,402+41.3% | $3,470+38.5% |
| Admin fee / account holder | $8,511 | $3,007+183.0% | $3,591+137.0% | $4,887+74.2% |