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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 | $88,034 | $71,873+22.5% | $86,698+1.5% | $68,490+28.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.94% | 3.54%-15.5pp | 35.96%-47.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $3,162 | $2,173+45.5% | $2,837+11.4% | $2,597+21.8% |
| Participant deferral / active EE | $4,484 | $3,779+18.6% | $4,656-3.7% | $4,028+11.3% |
| Admin fee / account holder | $3,596 | $6,110-41.2% | $7,492-52.0% | $5,403-33.5% |