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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 | $89,977 | $110,083-18.3% | $151,639-40.7% | $68,486+31.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -11.34% | -10.12%-1.2pp | 3.34%-14.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,587 | $4,470-64.5% | $6,165-74.3% | $2,597-38.9% |
| Participant deferral / active EE | $6,060 | $6,526-7.1% | $8,363-27.5% | $4,028+50.5% |
| Admin fee / account holder | $2,037 | $7,718-73.6% | $11,613-82.5% | $5,404-62.3% |