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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 | $94,070 | $77,816+20.9% | $123,552-23.9% | $64,173+46.6% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -3.04% | 12.49%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,607 | $3,014+19.7% | $4,628-22.1% | $2,381+51.5% |
| Participant deferral / active EE | $7,750 | $5,240+47.9% | $6,426+20.6% | $3,470+123.4% |
| Admin fee / account holder | $1,202 | $5,519-78.2% | $9,285-87.1% | $4,887-75.4% |