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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 | $76,188 | $64,729+17.7% | $112,263-32.1% | $68,490+11.2% |
| Participation rate | 95.7% | 67.2%+28.6pp | 75.1%+20.7pp | 67.9%+27.8pp |
| Annual return | -4.78% | -11.40%+6.6pp | 27.49%-32.3pp | -7.85%+3.1pp |
| Employer contribution / active EE | $5,054 | $2,746+84.0% | $3,636+39.0% | $2,597+94.6% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $886 | $5,222-83.0% | $6,410-86.2% | $5,403-83.6% |