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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 | $155,718 | $77,817+100.1% | $123,553+26.0% | $64,173+142.7% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -3.95% | 12.49%-16.4pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,755 | $3,014-41.8% | $4,628-62.1% | $2,381-26.3% |
| Participant deferral / active EE | $5,249 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $6,647 | $5,519+20.4% | $9,284-28.4% | $4,887+36.0% |