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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 | $146,931 | $71,480+105.6% | $90,782+61.9% | $64,173+129.0% |
| Participation rate | 96.2% | 77.6%+18.6pp | 82.7%+13.5pp | 69.6%+26.6pp |
| Annual return | -3.95% | -4.25%+0.3pp | -3.42%-0.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $7,118 | $3,415+108.5% | $4,105+73.4% | $2,381+199.0% |
| Participant deferral / active EE | $12,882 | $4,302+199.4% | $5,366+140.1% | $3,470+271.3% |
| Admin fee / account holder | $4,476 | $6,309-29.1% | $5,908-24.2% | $4,887-8.4% |