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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 | $154,242 | $52,836+191.9% | $105,738+45.9% | $64,173+140.4% |
| Participation rate | 75.0% | 66.5%+8.5pp | 76.3%-1.3pp | 69.6%+5.4pp |
| Annual return | -4.88% | 14.30%-19.2pp | 6.27%-11.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,337 | $1,827+192.1% | $3,268+63.3% | $2,381+124.2% |
| Participant deferral / active EE | $2,644 | $2,545+3.9% | $4,080-35.2% | $3,470-23.8% |
| Admin fee / account holder | $1,004 | $3,959-74.6% | $6,913-85.5% | $4,887-79.4% |