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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 | $71,362 | $77,817-8.3% | $123,553-42.2% | $64,173+11.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -7.61% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,553 | $3,014+17.9% | $4,628-23.2% | $2,381+49.2% |
| Participant deferral / active EE | $8,690 | $5,240+65.8% | $6,426+35.2% | $3,470+150.5% |
| Admin fee / account holder | $9,164 | $5,519+66.0% | $9,284-1.3% | $4,887+87.5% |