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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 | $63,593 | $77,817-18.3% | $123,553-48.5% | $64,173-0.9% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -6.33% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,694 | $3,014+88.9% | $4,628+23.0% | $2,381+139.2% |
| Participant deferral / active EE | $4,528 | $5,240-13.6% | $6,426-29.5% | $3,470+30.5% |
| Admin fee / account holder | $4,719 | $5,519-14.5% | $9,284-49.2% | $4,887-3.4% |