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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 | $86,159 | $77,816+10.7% | $123,552-30.3% | $64,173+34.3% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -3.19% | 12.49%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,238 | $3,014-25.7% | $4,628-51.6% | $2,381-6.0% |
| Participant deferral / active EE | $2,926 | $5,240-44.2% | $6,426-54.5% | $3,470-15.7% |
| Admin fee / account holder | $514 | $5,519-90.7% | $9,285-94.5% | $4,887-89.5% |