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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 | $131,854 | $77,817+69.4% | $123,553+6.7% | $64,173+105.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -4.44% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,532 | $3,014-49.2% | $4,628-66.9% | $2,381-35.6% |
| Participant deferral / active EE | $9,953 | $5,240+89.9% | $6,426+54.9% | $3,470+186.9% |
| Admin fee / account holder | $5,515 | $5,519-0.1% | $9,284-40.6% | $4,887+12.8% |