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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 | $170,068 | $77,816+118.6% | $123,552+37.6% | $64,173+165.0% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -6.87% | 12.49%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,159 | $3,014-61.5% | $4,628-75.0% | $2,381-51.3% |
| Participant deferral / active EE | $13,322 | $5,240+154.2% | $6,426+107.3% | $3,470+284.0% |
| Admin fee / account holder | $7,123 | $5,519+29.1% | $9,285-23.3% | $4,887+45.7% |