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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 | $96,208 | $77,817+23.6% | $123,553-22.1% | $64,173+49.9% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -7.61% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,119 | $3,014+103.0% | $4,628+32.2% | $2,381+157.0% |
| Participant deferral / active EE | $7,483 | $5,240+42.8% | $6,426+16.4% | $3,470+115.7% |
| Admin fee / account holder | $2,254 | $5,519-59.2% | $9,284-75.7% | $4,887-53.9% |