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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 | $129,756 | $77,817+66.7% | $123,553+5.0% | $64,173+102.2% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -7.16% | 12.49%-19.6pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,160 | $3,014+104.4% | $4,628+33.1% | $2,381+158.7% |
| Participant deferral / active EE | $6,546 | $5,240+24.9% | $6,426+1.9% | $3,470+88.7% |
| Admin fee / account holder | $3,458 | $5,519-37.4% | $9,284-62.8% | $4,887-29.3% |