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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 | $133,067 | $79,633+67.1% | $93,786+41.9% | $68,490+94.3% |
| Participation rate | 94.7% | 75.4%+19.4pp | 81.0%+13.7pp | 67.9%+26.8pp |
| Annual return | -12.68% | -0.10%-12.6pp | -11.32%-1.4pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,555 | $3,665-3.0% | $4,328-17.8% | $2,597+36.9% |
| Participant deferral / active EE | $8,800 | $5,158+70.6% | $6,100+44.3% | $4,028+118.5% |
| Admin fee / account holder | $5,106 | $6,871-25.7% | $7,184-28.9% | $5,403-5.5% |