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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 | $108,458 | $77,816+39.4% | $123,552-12.2% | $64,173+69.0% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | -6.28% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,307 | $3,014+9.7% | $4,628-28.5% | $2,381+38.9% |
| Participant deferral / active EE | $8,429 | $5,240+60.9% | $6,426+31.2% | $3,470+142.9% |
| Admin fee / account holder | $1,079 | $5,519-80.4% | $9,285-88.4% | $4,887-77.9% |