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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 | $69,715 | $77,816-10.4% | $123,549-43.6% | $64,181+8.6% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -6.69% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,200 | $3,014-27.0% | $4,628-52.5% | $2,381-7.6% |
| Participant deferral / active EE | $3,583 | $5,240-31.6% | $6,426-44.2% | $3,470+3.3% |
| Admin fee / account holder | $7,545 | $5,519+36.7% | $9,284-18.7% | $4,887+54.4% |