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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 | $75,944 | $77,817-2.4% | $123,553-38.5% | $64,173+18.3% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -6.99% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,746 | $3,014+24.3% | $4,628-19.1% | $2,381+57.4% |
| Participant deferral / active EE | $9,634 | $5,240+83.9% | $6,426+49.9% | $3,470+177.7% |
| Admin fee / account holder | $5,084 | $5,519-7.9% | $9,284-45.2% | $4,887+4.0% |