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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 | $81,481 | $77,816+4.7% | $123,552-34.1% | $64,173+27.0% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -5.19% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,173 | $3,014-61.1% | $4,628-74.7% | $2,381-50.7% |
| Participant deferral / active EE | $3,253 | $5,240-37.9% | $6,426-49.4% | $3,470-6.2% |
| Admin fee / account holder | $938 | $5,519-83.0% | $9,285-89.9% | $4,887-80.8% |