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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 | $122,215 | $94,529+29.3% | $140,019-12.7% | $64,173+90.4% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,833 | $3,812+26.8% | $5,605-13.8% | $2,381+103.0% |
| Participant deferral / active EE | $6,193 | $5,250+18.0% | $6,927-10.6% | $3,470+78.5% |
| Admin fee / account holder | $3,782 | $6,741-43.9% | $10,705-64.7% | $4,887-22.6% |