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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 | $90,046 | $77,816+15.7% | $123,549-27.1% | $64,181+40.3% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.3%-9.4pp | 69.6%+3.3pp |
| Annual return | -4.23% | 12.49%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,537 | $3,014-15.8% | $4,628-45.2% | $2,381+6.6% |
| Participant deferral / active EE | $9,350 | $5,240+78.4% | $6,426+45.5% | $3,470+169.5% |
| Admin fee / account holder | $5,202 | $5,519-5.8% | $9,284-44.0% | $4,887+6.4% |