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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 | $126,968 | $62,583+102.9% | $76,767+65.4% | $64,173+97.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -3.47% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $845 | $1,832-53.9% | $2,485-66.0% | $2,381-64.5% |
| Participant deferral / active EE | $5,072 | $3,145+61.3% | $3,852+31.7% | $3,470+46.2% |
| Admin fee / account holder | $2,934 | $4,667-37.1% | $6,675-56.1% | $4,887-40.0% |