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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 | $111,040 | $77,817+42.7% | $123,553-10.1% | $64,173+73.0% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -4.94% | 12.49%-17.4pp | 119.21%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,938 | $3,014-2.5% | $4,628-36.5% | $2,381+23.4% |
| Participant deferral / active EE | $6,883 | $5,240+31.4% | $6,426+7.1% | $3,470+98.4% |
| Admin fee / account holder | $12,331 | $5,519+123.4% | $9,284+32.8% | $4,887+152.3% |