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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 | $100,060 | $49,280+103.0% | $67,313+48.6% | $64,173+55.9% |
| Participation rate | 97.3% | 60.8%+36.5pp | 69.1%+28.3pp | 69.6%+27.8pp |
| Annual return | -7.88% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,869 | $1,668+12.0% | $2,566-27.2% | $2,381-21.5% |
| Participant deferral / active EE | $5,360 | $2,484+115.8% | $3,568+50.2% | $3,470+54.5% |
| Admin fee / account holder | $4,282 | $3,863+10.8% | $4,507-5.0% | $4,887-12.4% |