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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 | $94,831 | $77,817+21.9% | $123,553-23.2% | $64,173+47.8% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.5pp |
| Annual return | -4.83% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $11,343 | $3,014+276.3% | $4,628+145.1% | $2,381+376.4% |
| Participant deferral / active EE | $4,384 | $5,240-16.3% | $6,426-31.8% | $3,470+26.4% |
| Admin fee / account holder | $4,629 | $5,519-16.1% | $9,284-50.1% | $4,887-5.3% |