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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 | $132,558 | $67,411+96.6% | $91,004+45.7% | $70,126+89.0% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 12.53% | -40.16%+52.7pp | 4.60%+7.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $638 | $1,786-64.3% | $2,456-74.0% | $2,343-72.8% |
| Participant deferral / active EE | $2,213 | $2,823-21.6% | $3,548-37.6% | $3,332-33.6% |
| Admin fee / account holder | $5,660 | $4,236+33.6% | $5,417+4.5% | $4,645+21.8% |