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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 | $109,687 | $77,817+41.0% | $123,553-11.2% | $64,173+70.9% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.3%-5.9pp | 69.6%+6.8pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,716 | $3,014-43.1% | $4,628-62.9% | $2,381-27.9% |
| Participant deferral / active EE | $8,710 | $5,240+66.2% | $6,426+35.5% | $3,470+151.0% |
| Admin fee / account holder | $1,653 | $5,519-70.0% | $9,284-82.2% | $4,887-66.2% |