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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 | $45,496 | $77,817-41.5% | $123,553-63.2% | $64,173-29.1% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.07% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,180 | $3,014+38.7% | $4,628-9.7% | $2,381+75.6% |
| Participant deferral / active EE | $7,694 | $5,240+46.8% | $6,426+19.7% | $3,470+121.7% |
| Admin fee / account holder | $937 | $5,519-83.0% | $9,284-89.9% | $4,887-80.8% |