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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 | $62,776 | $77,816-19.3% | $123,552-49.2% | $64,173-2.2% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -6.75% | 12.49%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,314 | $3,014+10.0% | $4,628-28.4% | $2,381+39.2% |
| Participant deferral / active EE | $8,659 | $5,240+65.3% | $6,426+34.8% | $3,470+149.6% |
| Admin fee / account holder | $8,194 | $5,519+48.5% | $9,285-11.7% | $4,887+67.7% |