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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 | $105,303 | $52,836+99.3% | $105,738-0.4% | $64,181+64.1% |
| Participation rate | 97.5% | 66.5%+31.0pp | 76.3%+21.2pp | 69.6%+28.0pp |
| Annual return | -4.86% | 14.30%-19.2pp | 6.27%-11.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,911 | $1,827+114.1% | $3,268+19.7% | $2,381+64.3% |
| Participant deferral / active EE | $5,746 | $2,545+125.7% | $4,080+40.8% | $3,470+65.6% |
| Admin fee / account holder | $7,030 | $3,959+77.6% | $6,913+1.7% | $4,887+43.8% |