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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 | $172,068 | $77,817+121.1% | $123,553+39.3% | $64,173+168.1% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.3%-6.6pp | 69.6%+6.1pp |
| Annual return | -3.41% | 12.49%-15.9pp | 119.21%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,339 | $3,014-55.6% | $4,628-71.1% | $2,381-43.8% |
| Participant deferral / active EE | $10,772 | $5,240+105.6% | $6,426+67.6% | $3,470+210.5% |
| Admin fee / account holder | $1,284 | $5,519-76.7% | $9,284-86.2% | $4,887-73.7% |