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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 | $184,151 | $62,589+194.2% | $76,768+139.9% | $64,173+187.0% |
| Participation rate | 94.0% | 72.8%+21.2pp | 77.0%+17.1pp | 69.6%+24.5pp |
| Annual return | -4.17% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $11,194 | $1,832+511.0% | $2,485+350.4% | $2,381+370.2% |
| Participant deferral / active EE | $3,502 | $3,145+11.4% | $3,852-9.1% | $3,470+0.9% |
| Admin fee / account holder | $2,960 | $4,667-36.6% | $6,675-55.7% | $4,887-39.4% |