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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 | $41,643 | $77,817-46.5% | $123,553-66.3% | $64,173-35.1% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -5.86% | 12.49%-18.3pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,423 | $3,014+179.5% | $4,628+82.0% | $2,381+253.8% |
| Participant deferral / active EE | $6,102 | $5,240+16.4% | $6,426-5.0% | $3,470+75.9% |
| Admin fee / account holder | $5,232 | $5,519-5.2% | $9,284-43.7% | $4,887+7.0% |