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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 | $73,857 | $77,817-5.1% | $123,553-40.2% | $64,173+15.1% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -5.92% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,523 | $3,014+149.6% | $4,628+62.6% | $2,381+216.0% |
| Participant deferral / active EE | $8,322 | $5,240+58.8% | $6,426+29.5% | $3,470+139.8% |
| Admin fee / account holder | $1,599 | $5,519-71.0% | $9,284-82.8% | $4,887-67.3% |