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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 | $88,831 | $77,817+14.2% | $123,553-28.1% | $64,173+38.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -6.52% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $989 | $3,014-67.2% | $4,628-78.6% | $2,381-58.5% |
| Participant deferral / active EE | $11,531 | $5,240+120.1% | $6,426+79.4% | $3,470+232.3% |
| Admin fee / account holder | $846 | $5,519-84.7% | $9,284-90.9% | $4,887-82.7% |