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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 | $104,484 | $77,817+34.3% | $123,553-15.4% | $64,173+62.8% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -5.70% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,740 | $3,014-42.3% | $4,628-62.4% | $2,381-26.9% |
| Participant deferral / active EE | $3,515 | $5,240-32.9% | $6,426-45.3% | $3,470+1.3% |
| Admin fee / account holder | $1,769 | $5,519-68.0% | $9,284-81.0% | $4,887-63.8% |