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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 | $150,605 | $77,816+93.5% | $123,549+21.9% | $64,181+134.7% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -8.10% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,332 | $3,014+10.6% | $4,628-28.0% | $2,381+40.0% |
| Participant deferral / active EE | $9,306 | $5,240+77.6% | $6,426+44.8% | $3,470+168.2% |
| Admin fee / account holder | $1,432 | $5,519-74.1% | $9,284-84.6% | $4,887-70.7% |