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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 | $86,602 | $77,816+11.3% | $123,552-29.9% | $64,173+35.0% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -7.33% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,830 | $3,014+126.6% | $4,628+47.6% | $2,381+186.9% |
| Participant deferral / active EE | $4,986 | $5,240-4.9% | $6,426-22.4% | $3,470+43.7% |
| Admin fee / account holder | $6,987 | $5,519+26.6% | $9,285-24.7% | $4,887+43.0% |