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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 | $122,483 | $77,816+57.4% | $123,552-0.9% | $64,173+90.9% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.8pp |
| Annual return | -4.53% | 12.49%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,942 | $3,014-35.6% | $4,628-58.0% | $2,381-18.4% |
| Participant deferral / active EE | $5,682 | $5,240+8.4% | $6,426-11.6% | $3,470+63.8% |
| Admin fee / account holder | $8,534 | $5,519+54.6% | $9,285-8.1% | $4,887+74.6% |