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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 | $136,749 | $77,817+75.7% | $123,553+10.7% | $64,173+113.1% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.2pp |
| Annual return | -6.79% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,227 | $3,014+7.1% | $4,628-30.3% | $2,381+35.6% |
| Participant deferral / active EE | $6,728 | $5,240+28.4% | $6,426+4.7% | $3,470+93.9% |
| Admin fee / account holder | $2,223 | $5,519-59.7% | $9,284-76.1% | $4,887-54.5% |