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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 | $104,477 | $56,484+85.0% | $169,452-38.3% | $64,173+62.8% |
| Participation rate | 95.1% | 64.5%+30.6pp | 77.8%+17.3pp | 69.6%+25.6pp |
| Annual return | -7.37% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,485 | $1,832+199.3% | $4,157+31.9% | $2,381+130.4% |
| Participant deferral / active EE | $4,961 | $3,448+43.9% | $5,277-6.0% | $3,470+43.0% |
| Admin fee / account holder | $981 | $4,174-76.5% | $9,110-89.2% | $4,887-79.9% |