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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 | $73,700 | $77,817-5.3% | $123,553-40.3% | $64,173+14.8% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -5.59% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,199 | $3,014+6.1% | $4,628-30.9% | $2,381+34.3% |
| Participant deferral / active EE | $7,176 | $5,240+36.9% | $6,426+11.7% | $3,470+106.8% |
| Admin fee / account holder | $732 | $5,519-86.7% | $9,284-92.1% | $4,887-85.0% |