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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 | $94,418 | $77,817+21.3% | $123,553-23.6% | $64,173+47.1% |
| Participation rate | 98.0% | 74.7%+23.2pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,884 | $3,014+62.0% | $4,628+5.5% | $2,381+105.1% |
| Participant deferral / active EE | $6,759 | $5,240+29.0% | $6,426+5.2% | $3,470+94.8% |
| Admin fee / account holder | $1,413 | $5,519-74.4% | $9,284-84.8% | $4,887-71.1% |