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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 | $146,700 | $62,583+134.4% | $76,767+91.1% | $64,173+128.6% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -2.11% | -1.95%-0.2pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $878 | $1,832-52.1% | $2,485-64.7% | $2,381-63.1% |
| Participant deferral / active EE | $6,888 | $3,145+119.0% | $3,852+78.8% | $3,470+98.5% |
| Admin fee / account holder | $27,120 | $4,667+481.1% | $6,675+306.3% | $4,887+454.9% |