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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 | $133,549 | $62,589+113.4% | $76,768+74.0% | $64,173+108.1% |
| Participation rate | 95.4% | 72.8%+22.6pp | 77.0%+18.4pp | 69.6%+25.8pp |
| Annual return | -6.40% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,755 | $1,832+377.9% | $2,485+252.3% | $2,381+267.7% |
| Participant deferral / active EE | $7,859 | $3,145+149.9% | $3,852+104.0% | $3,470+126.5% |
| Admin fee / account holder | $1,947 | $4,667-58.3% | $6,675-70.8% | $4,887-60.2% |