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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 | $138,337 | $77,816+77.8% | $123,552+12.0% | $64,173+115.6% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.0pp | 69.6%+25.7pp |
| Annual return | -7.16% | 12.49%-19.6pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,846 | $3,014+27.6% | $4,628-16.9% | $2,381+61.5% |
| Participant deferral / active EE | $8,730 | $5,240+66.6% | $6,426+35.9% | $3,470+151.6% |
| Admin fee / account holder | $912 | $5,519-83.5% | $9,285-90.2% | $4,887-81.3% |