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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 | $66,002 | $77,816-15.2% | $123,549-46.6% | $64,181+2.8% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -6.35% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,732 | $3,014+23.8% | $4,628-19.4% | $2,381+56.7% |
| Participant deferral / active EE | $7,296 | $5,240+39.2% | $6,426+13.5% | $3,470+110.3% |
| Admin fee / account holder | $5,217 | $5,519-5.5% | $9,284-43.8% | $4,887+6.7% |