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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 | $134,031 | $77,816+72.2% | $123,552+8.5% | $64,173+108.9% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.8pp |
| Annual return | -3.34% | 12.49%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,500 | $3,014-17.1% | $4,628-46.0% | $2,381+5.0% |
| Participant deferral / active EE | $9,449 | $5,240+80.3% | $6,426+47.0% | $3,470+172.3% |
| Admin fee / account holder | $10,908 | $5,519+97.6% | $9,285+17.5% | $4,887+123.2% |