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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 | $91,122 | $56,484+61.3% | $169,452-46.2% | $64,181+42.0% |
| Participation rate | 91.3% | 64.5%+26.8pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -7.69% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,989 | $1,832+63.1% | $4,157-28.1% | $2,381+25.5% |
| Participant deferral / active EE | $6,038 | $3,448+75.1% | $5,277+14.4% | $3,470+74.0% |
| Admin fee / account holder | $1,224 | $4,174-70.7% | $9,110-86.6% | $4,887-75.0% |