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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 | $95,962 | $77,817+23.3% | $123,553-22.3% | $64,173+49.5% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -4.47% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,854 | $3,014-5.3% | $4,628-38.3% | $2,381+19.9% |
| Participant deferral / active EE | $7,517 | $5,240+43.5% | $6,426+17.0% | $3,470+116.7% |
| Admin fee / account holder | $3,995 | $5,519-27.6% | $9,284-57.0% | $4,887-18.3% |