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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 | $65,910 | $43,730+50.7% | $121,220-45.6% | $64,173+2.7% |
| Participation rate | 92.1% | 58.3%+33.7pp | 71.8%+20.3pp | 69.6%+22.5pp |
| Annual return | -7.68% | 68.94%-76.6pp | 16.94%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $7,110 | $1,297+448.3% | $4,023+76.8% | $2,381+198.7% |
| Participant deferral / active EE | $4,680 | $2,281+105.2% | $3,345+39.9% | $3,470+34.9% |
| Admin fee / account holder | $3,048 | $3,502-13.0% | $5,021-39.3% | $4,887-37.6% |