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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 | $124,366 | $62,583+98.7% | $76,767+62.0% | $64,173+93.8% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -7.40% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,312 | $1,832+135.4% | $2,485+73.5% | $2,381+81.1% |
| Participant deferral / active EE | $4,511 | $3,145+43.4% | $3,852+17.1% | $3,470+30.0% |
| Admin fee / account holder | $728 | $4,667-84.4% | $6,675-89.1% | $4,887-85.1% |