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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 | $77,756 | $77,817-0.1% | $123,553-37.1% | $64,173+21.2% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.4pp | 69.6%+26.2pp |
| Annual return | -5.32% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,143 | $3,014-28.9% | $4,628-53.7% | $2,381-10.0% |
| Participant deferral / active EE | $2,934 | $5,240-44.0% | $6,426-54.3% | $3,470-15.4% |
| Admin fee / account holder | $7,417 | $5,519+34.4% | $9,284-20.1% | $4,887+51.8% |