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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 | $89,814 | $77,816+15.4% | $123,552-27.3% | $64,173+40.0% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -6.74% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,173 | $3,014-61.1% | $4,628-74.7% | $2,381-50.7% |
| Participant deferral / active EE | $4,286 | $5,240-18.2% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $9,887 | $5,519+79.2% | $9,285+6.5% | $4,887+102.3% |