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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 | $109,334 | $77,817+40.5% | $123,553-11.5% | $64,173+70.4% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.8pp |
| Annual return | -5.59% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,743 | $3,014-42.2% | $4,628-62.3% | $2,381-26.8% |
| Participant deferral / active EE | $4,636 | $5,240-11.5% | $6,426-27.8% | $3,470+33.6% |
| Admin fee / account holder | $9,280 | $5,519+68.1% | $9,2840% | $4,887+89.9% |