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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 | $90,962 | $77,817+16.9% | $123,553-26.4% | $64,173+41.7% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,316 | $3,014-56.3% | $4,628-71.6% | $2,381-44.7% |
| Participant deferral / active EE | $4,492 | $5,240-14.3% | $6,426-30.1% | $3,470+29.5% |
| Admin fee / account holder | $10,197 | $5,519+84.8% | $9,284+9.8% | $4,887+108.6% |