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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 | $69,731 | $77,817-10.4% | $123,553-43.6% | $64,173+8.7% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -6.08% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,636 | $3,014-12.5% | $4,628-43.0% | $2,381+10.7% |
| Participant deferral / active EE | $6,919 | $5,240+32.0% | $6,426+7.7% | $3,470+99.4% |
| Admin fee / account holder | $9,755 | $5,519+76.8% | $9,284+5.1% | $4,887+99.6% |