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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 | $95,390 | $77,817+22.6% | $123,553-22.8% | $64,173+48.6% |
| Participation rate | 86.3% | 74.7%+11.6pp | 82.3%+4.0pp | 69.6%+16.7pp |
| Annual return | -6.01% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,752 | $3,014-41.9% | $4,628-62.1% | $2,381-26.4% |
| Participant deferral / active EE | $12,497 | $5,240+138.5% | $6,426+94.5% | $3,470+260.2% |
| Admin fee / account holder | $11,788 | $5,519+113.6% | $9,284+27.0% | $4,887+141.2% |