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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 | $128,312 | $77,817+64.9% | $123,553+3.9% | $64,173+99.9% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.3%-9.3pp | 69.6%+3.4pp |
| Annual return | -7.99% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,121 | $3,014+36.7% | $4,628-11.0% | $2,381+73.1% |
| Participant deferral / active EE | $8,228 | $5,240+57.0% | $6,426+28.1% | $3,470+137.2% |
| Admin fee / account holder | $1,105 | $5,519-80.0% | $9,284-88.1% | $4,887-77.4% |