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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 | $107,586 | $77,816+38.3% | $123,549-12.9% | $64,181+67.6% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -7.75% | 12.49%-20.2pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,414 | $3,014-19.9% | $4,628-47.8% | $2,381+1.4% |
| Participant deferral / active EE | $8,979 | $5,240+71.3% | $6,426+39.7% | $3,470+158.8% |
| Admin fee / account holder | $1,048 | $5,519-81.0% | $9,284-88.7% | $4,887-78.6% |