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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 | $115,619 | $77,817+48.6% | $123,553-6.4% | $64,173+80.2% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.3%+12.5pp | 69.6%+25.2pp |
| Annual return | -7.11% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,150 | $3,014+4.5% | $4,628-31.9% | $2,381+32.3% |
| Participant deferral / active EE | $8,470 | $5,240+61.6% | $6,426+31.8% | $3,470+144.1% |
| Admin fee / account holder | $5,460 | $5,519-1.1% | $9,284-41.2% | $4,887+11.7% |