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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 | $109,106 | $77,817+40.2% | $123,553-11.7% | $64,173+70.0% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.38% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,780 | $3,014-40.9% | $4,628-61.5% | $2,381-25.2% |
| Participant deferral / active EE | $12,690 | $5,240+142.2% | $6,426+97.5% | $3,470+265.7% |
| Admin fee / account holder | $6,884 | $5,519+24.7% | $9,284-25.9% | $4,887+40.9% |