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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 | $95,604 | $77,817+22.9% | $123,553-22.6% | $64,173+49.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -4.31% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,388 | $3,014-20.8% | $4,628-48.4% | $2,381+0.3% |
| Participant deferral / active EE | $9,039 | $5,240+72.5% | $6,426+40.7% | $3,470+160.5% |
| Admin fee / account holder | $5,047 | $5,519-8.6% | $9,284-45.6% | $4,887+3.3% |