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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 | $89,663 | $77,816+15.2% | $123,552-27.4% | $64,173+39.7% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -5.76% | 12.49%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,331 | $3,014+10.5% | $4,628-28.0% | $2,381+39.9% |
| Participant deferral / active EE | $6,793 | $5,240+29.6% | $6,426+5.7% | $3,470+95.8% |
| Admin fee / account holder | $5,724 | $5,519+3.7% | $9,285-38.3% | $4,887+17.1% |