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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 | $135,312 | $77,817+73.9% | $123,553+9.5% | $64,173+110.9% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -6.08% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,990 | $3,014-0.8% | $4,628-35.4% | $2,381+25.6% |
| Participant deferral / active EE | $5,797 | $5,240+10.6% | $6,426-9.8% | $3,470+67.1% |
| Admin fee / account holder | $3,377 | $5,519-38.8% | $9,284-63.6% | $4,887-30.9% |