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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 | $123,526 | $77,817+58.7% | $123,5530% | $64,173+92.5% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -5.80% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,852 | $3,014+160.5% | $4,628+69.7% | $2,381+229.8% |
| Participant deferral / active EE | $5,446 | $5,240+3.9% | $6,426-15.2% | $3,470+57.0% |
| Admin fee / account holder | $5,179 | $5,519-6.2% | $9,284-44.2% | $4,887+6.0% |