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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 | $119,388 | $77,816+53.4% | $123,549-3.4% | $64,181+86.0% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -6.88% | 12.49%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,670 | $3,014+187.6% | $4,628+87.3% | $2,381+264.2% |
| Participant deferral / active EE | $6,336 | $5,240+20.9% | $6,426-1.4% | $3,470+82.6% |
| Admin fee / account holder | $2,123 | $5,519-61.5% | $9,284-77.1% | $4,887-56.6% |