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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 | $83,439 | $77,817+7.2% | $123,553-32.5% | $64,173+30.0% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | -3.54% | 12.49%-16.0pp | 119.21%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,964 | $3,014+64.7% | $4,628+7.3% | $2,381+108.5% |
| Participant deferral / active EE | $9,926 | $5,240+89.4% | $6,426+54.5% | $3,470+186.1% |
| Admin fee / account holder | $5,815 | $5,519+5.4% | $9,284-37.4% | $4,887+19.0% |