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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 | $66,732 | $77,816-14.2% | $123,552-46.0% | $64,173+4.0% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -6.53% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,028 | $3,014+133.2% | $4,628+51.8% | $2,381+195.2% |
| Participant deferral / active EE | $5,500 | $5,240+5.0% | $6,426-14.4% | $3,470+58.5% |
| Admin fee / account holder | $4,420 | $5,519-19.9% | $9,285-52.4% | $4,887-9.6% |