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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 | $128,969 | $77,817+65.7% | $123,553+4.4% | $64,173+101.0% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -4.25% | 12.49%-16.7pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,341 | $3,014+44.0% | $4,628-6.2% | $2,381+82.3% |
| Participant deferral / active EE | $7,710 | $5,240+47.1% | $6,426+20.0% | $3,470+122.2% |
| Admin fee / account holder | $1,836 | $5,519-66.7% | $9,284-80.2% | $4,887-62.4% |