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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 | $139,866 | $56,484+147.6% | $169,452-17.5% | $64,173+118.0% |
| Participation rate | 76.9% | 64.5%+12.4pp | 77.8%-0.9pp | 69.6%+7.4pp |
| Annual return | -6.75% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,105 | $1,832-39.7% | $4,157-73.4% | $2,381-53.6% |
| Participant deferral / active EE | $7,735 | $3,448+124.3% | $5,277+46.6% | $3,470+122.9% |
| Admin fee / account holder | $5,014 | $4,174+20.1% | $9,110-45.0% | $4,887+2.6% |