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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 | $108,067 | $77,817+38.9% | $123,553-12.5% | $64,173+68.4% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.3%+12.5pp | 69.6%+25.3pp |
| Annual return | -7.47% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,627 | $3,014+20.4% | $4,628-21.6% | $2,381+52.4% |
| Participant deferral / active EE | $7,351 | $5,240+40.3% | $6,426+14.4% | $3,470+111.9% |
| Admin fee / account holder | $3,553 | $5,519-35.6% | $9,284-61.7% | $4,887-27.3% |