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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 | $67,636 | $77,816-13.1% | $123,552-45.3% | $64,173+5.4% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -7.52% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,384 | $3,014+12.3% | $4,628-26.9% | $2,381+42.2% |
| Participant deferral / active EE | $7,868 | $5,240+50.2% | $6,426+22.5% | $3,470+126.8% |
| Admin fee / account holder | $489 | $5,519-91.1% | $9,285-94.7% | $4,887-90.0% |