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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 | $54,384 | $52,836+2.9% | $105,736-48.6% | $64,173-15.3% |
| Participation rate | 96.9% | 66.5%+30.3pp | 76.3%+20.5pp | 69.6%+27.3pp |
| Annual return | -5.44% | 14.30%-19.7pp | 6.27%-11.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,738 | $1,827+49.9% | $3,268-16.2% | $2,381+15.0% |
| Participant deferral / active EE | $5,624 | $2,545+120.9% | $4,080+37.8% | $3,470+62.1% |
| Admin fee / account holder | $7,206 | $3,959+82.0% | $6,913+4.2% | $4,887+47.4% |