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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 | $67,213 | $77,816-13.6% | $123,549-45.6% | $64,181+4.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.09% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,451 | $3,014-51.9% | $4,628-68.6% | $2,381-39.1% |
| Participant deferral / active EE | $6,496 | $5,240+24.0% | $6,426+1.1% | $3,470+87.2% |
| Admin fee / account holder | $15,640 | $5,519+183.4% | $9,284+68.5% | $4,887+220.0% |