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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 | $80,054 | $77,816+2.9% | $123,552-35.2% | $64,173+24.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.26% | 12.49%-19.7pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $925 | $3,014-69.3% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $7,091 | $5,240+35.3% | $6,426+10.4% | $3,470+104.4% |
| Admin fee / account holder | $6,974 | $5,519+26.4% | $9,285-24.9% | $4,887+42.7% |