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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 | $40,482 | $77,816-48.0% | $123,552-67.2% | $64,173-36.9% |
| Participation rate | 77.4% | 74.7%+2.6pp | 82.3%-4.9pp | 69.6%+7.8pp |
| Annual return | -7.81% | 12.49%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,928 | $3,014+129.9% | $4,628+49.7% | $2,381+191.0% |
| Participant deferral / active EE | $4,340 | $5,240-17.2% | $6,426-32.5% | $3,470+25.1% |
| Admin fee / account holder | $3,800 | $5,519-31.2% | $9,285-59.1% | $4,887-22.3% |