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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 | $87,184 | $77,817+12.0% | $123,553-29.4% | $64,173+35.9% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -5.77% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,539 | $3,014-15.8% | $4,628-45.1% | $2,381+6.6% |
| Participant deferral / active EE | $7,935 | $5,240+51.4% | $6,426+23.5% | $3,470+128.7% |
| Admin fee / account holder | $2,516 | $5,519-54.4% | $9,284-72.9% | $4,887-48.5% |