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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 | $171,267 | $77,816+120.1% | $123,549+38.6% | $64,181+166.8% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.3%-9.4pp | 69.6%+3.3pp |
| Annual return | -7.86% | 12.49%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $9,282 | $3,014+208.0% | $4,628+100.6% | $2,381+289.9% |
| Participant deferral / active EE | $4,342 | $5,240-17.1% | $6,426-32.4% | $3,470+25.2% |
| Admin fee / account holder | $1,148 | $5,519-79.2% | $9,284-87.6% | $4,887-76.5% |