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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 | $76,979 | $77,817-1.1% | $123,553-37.7% | $64,173+20.0% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -5.85% | 12.49%-18.3pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,641 | $3,014+54.0% | $4,628+0.3% | $2,381+94.9% |
| Participant deferral / active EE | $6,285 | $5,240+19.9% | $6,426-2.2% | $3,470+81.1% |
| Admin fee / account holder | $964 | $5,519-82.5% | $9,284-89.6% | $4,887-80.3% |