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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 | $62,068 | $77,816-20.2% | $123,549-49.8% | $64,181-3.3% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.3pp |
| Annual return | -6.75% | 12.49%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,505 | $3,014+49.5% | $4,628-2.6% | $2,381+89.2% |
| Participant deferral / active EE | $9,729 | $5,240+85.7% | $6,426+51.4% | $3,470+180.4% |
| Admin fee / account holder | $5,530 | $5,519+0.2% | $9,284-40.4% | $4,887+13.1% |