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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 | $95,101 | $77,817+22.2% | $123,553-23.0% | $64,173+48.2% |
| Participation rate | 77.9% | 74.7%+3.2pp | 82.3%-4.4pp | 69.6%+8.4pp |
| Annual return | -7.36% | 12.49%-19.8pp | 119.21%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,461 | $3,014-18.3% | $4,628-46.8% | $2,381+3.4% |
| Participant deferral / active EE | $8,977 | $5,240+71.3% | $6,426+39.7% | $3,470+158.7% |
| Admin fee / account holder | $9,482 | $5,519+71.8% | $9,284+2.1% | $4,887+94.0% |