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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 | $109,286 | $77,816+40.4% | $123,552-11.5% | $64,173+70.3% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.1pp |
| Annual return | -6.99% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,840 | $3,014+160.1% | $4,628+69.4% | $2,381+229.3% |
| Participant deferral / active EE | $3,674 | $5,240-29.9% | $6,426-42.8% | $3,470+5.9% |
| Admin fee / account holder | $7,960 | $5,519+44.2% | $9,285-14.3% | $4,887+62.9% |