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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 | $88,812 | $77,817+14.1% | $123,553-28.1% | $64,173+38.4% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | -6.75% | 12.49%-19.2pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,265 | $3,014+8.3% | $4,628-29.5% | $2,381+37.1% |
| Participant deferral / active EE | $6,300 | $5,240+20.2% | $6,426-2.0% | $3,470+81.6% |
| Admin fee / account holder | $3,351 | $5,519-39.3% | $9,284-63.9% | $4,887-31.4% |