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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 | $128,200 | $53,596+139.2% | $90,657+41.4% | $64,173+99.8% |
| Participation rate | 98.5% | 64.5%+34.0pp | 74.0%+24.5pp | 69.6%+28.9pp |
| Annual return | -3.94% | 4.41%-8.4pp | 1.89%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,079 | $1,503+171.4% | $2,532+61.1% | $2,381+71.3% |
| Participant deferral / active EE | $6,808 | $2,459+176.9% | $3,424+98.8% | $3,470+96.2% |
| Admin fee / account holder | $4,335 | $3,868+12.1% | $4,994-13.2% | $4,887-11.3% |