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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 | $65,107 | $77,817-16.3% | $123,553-47.3% | $64,173+1.5% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -6.16% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,409 | $3,014-20.1% | $4,628-47.9% | $2,381+1.2% |
| Participant deferral / active EE | $9,638 | $5,240+83.9% | $6,426+50.0% | $3,470+177.8% |
| Admin fee / account holder | $7,929 | $5,519+43.7% | $9,284-14.6% | $4,887+62.2% |