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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 | $70,548 | $59,191+19.2% | $76,767-8.1% | $56,289+25.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 77.0%+20.2pp | 69.9%+27.3pp |
| Annual return | -5.76% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,669 | $1,759+51.7% | $2,485+7.4% | $2,111+26.4% |
| Participant deferral / active EE | $6,200 | $3,255+90.5% | $3,852+61.0% | $3,350+85.1% |
| Admin fee / account holder | $4,650 | $489+850.6% | $6,675-30.3% | $521+792.7% |