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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 | $98,691 | $77,817+26.8% | $123,553-20.1% | $64,173+53.8% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.6pp |
| Annual return | -4.15% | 12.49%-16.6pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,230 | $3,014+40.4% | $4,628-8.6% | $2,381+77.7% |
| Participant deferral / active EE | $6,965 | $5,240+32.9% | $6,426+8.4% | $3,470+100.7% |
| Admin fee / account holder | $9,728 | $5,519+76.3% | $9,284+4.8% | $4,887+99.0% |