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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 | $70,956 | $43,344+63.7% | $59,899+18.5% | $64,173+10.6% |
| Participation rate | 97.9% | 69.2%+28.8pp | 74.7%+23.2pp | 69.6%+28.4pp |
| Annual return | -5.15% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,339 | $2,030+64.5% | $2,723+22.6% | $2,381+40.2% |
| Participant deferral / active EE | $7,343 | $2,547+188.2% | $3,402+115.8% | $3,470+111.6% |
| Admin fee / account holder | $6,766 | $3,008+124.9% | $3,592+88.3% | $4,887+38.4% |