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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 | $102,105 | $77,817+31.2% | $123,553-17.4% | $64,173+59.1% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -3.20% | 12.49%-15.7pp | 119.21%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $8,922 | $3,014+196.0% | $4,628+92.8% | $2,381+274.7% |
| Participant deferral / active EE | $8,265 | $5,240+57.7% | $6,426+28.6% | $3,470+138.2% |
| Admin fee / account holder | $3,806 | $5,519-31.0% | $9,284-59.0% | $4,887-22.1% |