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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 | $128,830 | $72,404+77.9% | $110,243+16.9% | $64,173+100.8% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.5pp |
| Annual return | -4.31% | -6.29%+2.0pp | 314.76%-319.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,126 | $2,282-6.8% | $3,827-44.4% | $2,381-10.7% |
| Participant deferral / active EE | $6,811 | $3,469+96.3% | $4,672+45.8% | $3,470+96.3% |
| Admin fee / account holder | $538 | $5,664-90.5% | $8,548-93.7% | $4,887-89.0% |