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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 | $120,104 | $77,816+54.3% | $123,552-2.8% | $64,173+87.2% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.1pp |
| Annual return | -4.79% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,062 | $3,014-64.8% | $4,628-77.1% | $2,381-55.4% |
| Participant deferral / active EE | $9,187 | $5,240+75.3% | $6,426+43.0% | $3,470+164.8% |
| Admin fee / account holder | $8,608 | $5,519+56.0% | $9,285-7.3% | $4,887+76.1% |