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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 | $112,985 | $77,816+45.2% | $123,552-8.6% | $64,173+76.1% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.3%+12.5pp | 69.6%+25.3pp |
| Annual return | -1.92% | 12.49%-14.4pp | 119.20%-121.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $7,211 | $3,014+139.3% | $4,628+55.8% | $2,381+202.9% |
| Participant deferral / active EE | $11,801 | $5,240+125.2% | $6,426+83.7% | $3,470+240.1% |
| Admin fee / account holder | $3,952 | $5,519-28.4% | $9,285-57.4% | $4,887-19.1% |