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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 | $113,298 | $50,958+122.3% | $74,552+52.0% | $64,181+76.5% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.5pp | 69.6%+6.1pp |
| Annual return | -0.37% | -1.86%+1.5pp | 32.53%-32.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,028 | $1,115+81.8% | $1,961+3.4% | $2,381-14.8% |
| Participant deferral / active EE | $3,867 | $2,301+68.0% | $3,108+24.4% | $3,470+11.4% |
| Admin fee / account holder | $3,938 | $4,223-6.8% | $5,060-22.2% | $4,887-19.4% |