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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 | $97,758 | $77,817+25.6% | $123,553-20.9% | $64,173+52.3% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,222 | $3,014-26.3% | $4,628-52.0% | $2,381-6.7% |
| Participant deferral / active EE | $6,809 | $5,240+29.9% | $6,426+6.0% | $3,470+96.2% |
| Admin fee / account holder | $2,810 | $5,519-49.1% | $9,284-69.7% | $4,887-42.5% |