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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 | $75,265 | $77,817-3.3% | $123,553-39.1% | $64,173+17.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -6.25% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,290 | $3,014-24.0% | $4,628-50.5% | $2,381-3.8% |
| Participant deferral / active EE | $7,459 | $5,240+42.3% | $6,426+16.1% | $3,470+115.0% |
| Admin fee / account holder | $1,784 | $5,519-67.7% | $9,284-80.8% | $4,887-63.5% |