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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 | $133,848 | $77,816+72.0% | $123,552+8.3% | $64,173+108.6% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.9pp | 69.6%+13.6pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,961 | $3,014-1.8% | $4,628-36.0% | $2,381+24.4% |
| Participant deferral / active EE | $11,114 | $5,240+112.1% | $6,426+73.0% | $3,470+220.3% |
| Admin fee / account holder | $11,700 | $5,519+112.0% | $9,285+26.0% | $4,887+139.4% |