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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 | $192,501 | $77,817+147.4% | $123,553+55.8% | $64,173+200.0% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -5.19% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,184 | $3,014+5.6% | $4,628-31.2% | $2,381+33.7% |
| Participant deferral / active EE | $4,226 | $5,240-19.3% | $6,426-34.2% | $3,470+21.8% |
| Admin fee / account holder | $6,690 | $5,519+21.2% | $9,284-27.9% | $4,887+36.9% |