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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 | $134,074 | $77,817+72.3% | $123,553+8.5% | $64,173+108.9% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.3%-4.0pp | 69.6%+8.8pp |
| Annual return | -4.01% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,208 | $3,014+106.0% | $4,628+34.1% | $2,381+160.7% |
| Participant deferral / active EE | $6,714 | $5,240+28.1% | $6,426+4.5% | $3,470+93.5% |
| Admin fee / account holder | $1,038 | $5,519-81.2% | $9,284-88.8% | $4,887-78.8% |