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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 | $131,377 | $71,878+82.8% | $86,698+51.5% | $68,486+91.8% |
| Participation rate | 91.5% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.6pp |
| Annual return | -14.45% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $656 | $2,173-69.8% | $2,837-76.9% | $2,597-74.7% |
| Participant deferral / active EE | $3,809 | $3,779+0.8% | $4,656-18.2% | $4,028-5.4% |
| Admin fee / account holder | $2,051 | $6,113-66.5% | $7,493-72.6% | $5,404-62.0% |