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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 | $71,490 | $52,836+35.3% | $105,736-32.4% | $64,173+11.4% |
| Participation rate | 94.9% | 66.5%+28.3pp | 76.3%+18.5pp | 69.6%+25.3pp |
| Annual return | -5.98% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,806 | $1,827+217.8% | $3,268+77.7% | $2,381+143.9% |
| Participant deferral / active EE | $4,224 | $2,545+65.9% | $4,080+3.5% | $3,470+21.7% |
| Admin fee / account holder | $2,379 | $3,959-39.9% | $6,913-65.6% | $4,887-51.3% |