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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 | $90,293 | $56,484+59.9% | $169,452-46.7% | $64,173+40.7% |
| Participation rate | 86.7% | 64.5%+22.1pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | -5.79% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,668 | $1,832+100.2% | $4,157-11.8% | $2,381+54.1% |
| Participant deferral / active EE | $8,084 | $3,448+134.5% | $5,277+53.2% | $3,470+133.0% |
| Admin fee / account holder | $514 | $4,174-87.7% | $9,110-94.4% | $4,887-89.5% |