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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 | $120,349 | $54,162+122.2% | $68,612+75.4% | $64,173+87.5% |
| Participation rate | 92.0% | 68.1%+23.9pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | -6.57% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $799 | $1,846-56.7% | $2,625-69.6% | $2,381-66.4% |
| Participant deferral / active EE | $5,152 | $2,626+96.2% | $3,311+55.6% | $3,470+48.5% |
| Admin fee / account holder | $2,794 | $4,029-30.6% | $5,131-45.6% | $4,887-42.8% |