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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 | $123,259 | $77,816+58.4% | $123,549-0.2% | $64,181+92.0% |
| Participation rate | 82.0% | 74.7%+7.3pp | 82.3%-0.3pp | 69.6%+12.4pp |
| Annual return | -7.04% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,492 | $3,014+15.9% | $4,628-24.5% | $2,381+46.7% |
| Participant deferral / active EE | $6,898 | $5,240+31.6% | $6,426+7.3% | $3,470+98.8% |
| Admin fee / account holder | $2,700 | $5,519-51.1% | $9,284-70.9% | $4,887-44.7% |