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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 | $139,794 | $77,817+79.6% | $123,553+13.1% | $64,173+117.8% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -4.86% | 12.49%-17.3pp | 119.21%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,739 | $3,014-9.1% | $4,628-40.8% | $2,381+15.0% |
| Participant deferral / active EE | $6,420 | $5,240+22.5% | $6,426-0.1% | $3,470+85.0% |
| Admin fee / account holder | $6,857 | $5,519+24.2% | $9,284-26.1% | $4,887+40.3% |