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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 | $87,627 | $77,817+12.6% | $123,553-29.1% | $64,173+36.5% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -1.01% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $3,962 | $3,014+31.4% | $4,628-14.4% | $2,381+66.4% |
| Participant deferral / active EE | $3,293 | $5,240-37.2% | $6,426-48.7% | $3,470-5.1% |
| Admin fee / account holder | $6,762 | $5,519+22.5% | $9,284-27.2% | $4,887+38.4% |