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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 | $77,438 | $69,977+10.7% | $108,582-28.7% | $62,881+23.2% |
| Participation rate | 82.2% | 72.9%+9.3pp | 79.6%+2.7pp | 69.3%+12.9pp |
| Annual return | 6.59% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,691 | $2,135-20.8% | $3,758-55.0% | $2,281-25.9% |
| Participant deferral / active EE | $3,574 | $3,165+12.9% | $4,311-17.1% | $3,203+11.6% |
| Admin fee / account holder | $9,350 | $5,076+84.2% | $7,645+22.3% | $4,296+117.7% |