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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 | $100,570 | $77,817+29.2% | $123,553-18.6% | $64,173+56.7% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -5.83% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,560 | $3,014+18.1% | $4,628-23.1% | $2,381+49.5% |
| Participant deferral / active EE | $7,721 | $5,240+47.3% | $6,426+20.2% | $3,470+122.5% |
| Admin fee / account holder | $564 | $5,519-89.8% | $9,284-93.9% | $4,887-88.5% |