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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 | $94,941 | $70,002+35.6% | $115,038-17.5% | $52,331+81.4% |
| Participation rate | 90.4% | 72.1%+18.3pp | 81.4%+9.0pp | 68.1%+22.3pp |
| Annual return | -1.44% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $6,040 | $2,715+122.5% | $4,608+31.1% | $1,882+221.0% |
| Participant deferral / active EE | $7,599 | $4,920+54.5% | $6,026+26.1% | $3,022+151.4% |
| Admin fee / account holder | $4,359 | $566+670.1% | $8,175-46.7% | $592+636.8% |