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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 | $100,139 | $76,401+31.1% | $106,387-5.9% | $64,173+56.0% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.5%+16.9pp | 69.6%+24.8pp |
| Annual return | -6.59% | -2.19%-4.4pp | 0.25%-6.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,815 | $2,680-32.3% | $3,520-48.4% | $2,381-23.8% |
| Participant deferral / active EE | $6,235 | $4,274+45.9% | $5,421+15.0% | $3,470+79.7% |
| Admin fee / account holder | $4,657 | $4,610+1.0% | $7,510-38.0% | $4,887-4.7% |