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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 | $68,011 | $77,816-12.6% | $123,552-45.0% | $64,173+6.0% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.4pp | 69.6%+9.3pp |
| Annual return | -5.08% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $775 | $3,014-74.3% | $4,628-83.3% | $2,381-67.5% |
| Participant deferral / active EE | $6,339 | $5,240+21.0% | $6,426-1.4% | $3,470+82.7% |
| Admin fee / account holder | $11,895 | $5,519+115.5% | $9,285+28.1% | $4,887+143.4% |