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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 | $124,223 | $77,817+59.6% | $123,553+0.5% | $64,173+93.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -7.96% | 12.49%-20.4pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,372 | $3,014-54.5% | $4,628-70.3% | $2,381-42.4% |
| Participant deferral / active EE | $9,224 | $5,240+76.0% | $6,426+43.5% | $3,470+165.9% |
| Admin fee / account holder | $13,017 | $5,519+135.9% | $9,284+40.2% | $4,887+166.3% |