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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 | $92,568 | $77,816+19.0% | $123,549-25.1% | $64,181+44.2% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -3.94% | 12.49%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,513 | $3,014-16.6% | $4,628-45.7% | $2,381+5.6% |
| Participant deferral / active EE | $5,034 | $5,240-3.9% | $6,426-21.7% | $3,470+45.1% |
| Admin fee / account holder | $14,720 | $5,519+166.7% | $9,284+58.5% | $4,887+201.2% |