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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 | $119,420 | $77,817+53.5% | $123,553-3.3% | $64,173+86.1% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -6.26% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,650 | $3,014-12.1% | $4,628-42.7% | $2,381+11.3% |
| Participant deferral / active EE | $6,928 | $5,240+32.2% | $6,426+7.8% | $3,470+99.7% |
| Admin fee / account holder | $2,611 | $5,519-52.7% | $9,284-71.9% | $4,887-46.6% |