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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 | $70,596 | $77,817-9.3% | $123,553-42.9% | $64,173+10.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.42% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,817 | $3,014-6.6% | $4,628-39.1% | $2,381+18.3% |
| Participant deferral / active EE | $4,973 | $5,240-5.1% | $6,426-22.6% | $3,470+43.3% |
| Admin fee / account holder | $5,687 | $5,519+3.0% | $9,284-38.8% | $4,887+16.4% |