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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 | $108,078 | $77,816+38.9% | $123,549-12.5% | $64,181+68.4% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -6.29% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,428 | $3,014-19.4% | $4,628-47.5% | $2,381+2.0% |
| Participant deferral / active EE | $8,309 | $5,240+58.6% | $6,426+29.3% | $3,470+139.5% |
| Admin fee / account holder | $2,725 | $5,519-50.6% | $9,284-70.6% | $4,887-44.2% |