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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 | $75,634 | $77,817-2.8% | $123,553-38.8% | $64,173+17.9% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | -4.47% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,945 | $3,014+64.1% | $4,628+6.8% | $2,381+107.7% |
| Participant deferral / active EE | $4,024 | $5,240-23.2% | $6,426-37.4% | $3,470+16.0% |
| Admin fee / account holder | $12,135 | $5,519+119.9% | $9,284+30.7% | $4,887+148.3% |