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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 | $93,134 | $77,816+19.7% | $123,552-24.6% | $64,173+45.1% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -5.39% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,780 | $3,014+25.4% | $4,628-18.3% | $2,381+58.8% |
| Participant deferral / active EE | $7,879 | $5,240+50.4% | $6,426+22.6% | $3,470+127.1% |
| Admin fee / account holder | $8,284 | $5,519+50.1% | $9,285-10.8% | $4,887+69.5% |