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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 | $104,305 | $110,083-5.2% | $151,639-31.2% | $68,486+52.3% |
| Participation rate | 94.0% | 84.0%+10.0pp | 87.5%+6.5pp | 67.9%+26.1pp |
| Annual return | -14.73% | -10.12%-4.6pp | 3.34%-18.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,194 | $4,470-28.5% | $6,165-48.2% | $2,597+23.0% |
| Participant deferral / active EE | $9,168 | $6,526+40.5% | $8,363+9.6% | $4,028+127.6% |
| Admin fee / account holder | $6,922 | $7,718-10.3% | $11,613-40.4% | $5,404+28.1% |