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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 | $72,463 | $77,817-6.9% | $123,553-41.4% | $64,173+12.9% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.3pp |
| Annual return | -6.65% | 12.49%-19.1pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,753 | $3,014+57.7% | $4,628+2.7% | $2,381+99.6% |
| Participant deferral / active EE | $6,939 | $5,240+32.4% | $6,426+8.0% | $3,470+100.0% |
| Admin fee / account holder | $3,036 | $5,519-45.0% | $9,284-67.3% | $4,887-37.9% |