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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 | $74,597 | $77,817-4.1% | $123,553-39.6% | $64,173+16.2% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -6.94% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,833 | $3,014+93.5% | $4,628+26.0% | $2,381+145.0% |
| Participant deferral / active EE | $7,089 | $5,240+35.3% | $6,426+10.3% | $3,470+104.3% |
| Admin fee / account holder | $2,959 | $5,519-46.4% | $9,284-68.1% | $4,887-39.5% |