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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 | $152,886 | $77,816+96.5% | $123,552+23.7% | $64,173+138.2% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -6.75% | 12.49%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,527 | $3,014-49.3% | $4,628-67.0% | $2,381-35.8% |
| Participant deferral / active EE | $3,188 | $5,240-39.2% | $6,426-50.4% | $3,470-8.1% |
| Admin fee / account holder | $4,124 | $5,519-25.3% | $9,285-55.6% | $4,887-15.6% |