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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 | $84,432 | $77,816+8.5% | $123,552-31.7% | $64,173+31.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -6.47% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,019 | $3,014-33.0% | $4,628-56.4% | $2,381-15.2% |
| Participant deferral / active EE | $5,664 | $5,240+8.1% | $6,426-11.9% | $3,470+63.2% |
| Admin fee / account holder | $821 | $5,519-85.1% | $9,285-91.2% | $4,887-83.2% |