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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 | $91,839 | $62,583+46.7% | $76,767+19.6% | $64,173+43.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 77.0%+21.4pp | 69.6%+28.8pp |
| Annual return | -2.39% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $5,709 | $1,832+211.6% | $2,485+129.7% | $2,381+139.8% |
| Participant deferral / active EE | $5,737 | $3,145+82.4% | $3,852+48.9% | $3,470+65.3% |
| Admin fee / account holder | $6,490 | $4,667+39.1% | $6,675-2.8% | $4,887+32.8% |