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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 | $72,541 | $77,817-6.8% | $123,553-41.3% | $64,173+13.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -7.09% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,034 | $3,014+133.4% | $4,628+52.0% | $2,381+195.4% |
| Participant deferral / active EE | $7,604 | $5,240+45.1% | $6,426+18.3% | $3,470+119.2% |
| Admin fee / account holder | $9,353 | $5,519+69.5% | $9,284+0.7% | $4,887+91.4% |