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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 | $77,949 | $77,817+0.2% | $123,553-36.9% | $64,173+21.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -6.35% | 12.49%-18.8pp | 119.21%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,416 | $3,014-53.0% | $4,628-69.4% | $2,381-40.5% |
| Participant deferral / active EE | $4,134 | $5,240-21.1% | $6,426-35.7% | $3,470+19.2% |
| Admin fee / account holder | $4,944 | $5,519-10.4% | $9,284-46.7% | $4,887+1.2% |