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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 | $90,198 | $81,870+10.2% | $119,622-24.6% | $68,486+31.7% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,547 | $2,692+68.9% | $4,232+7.4% | $2,597+75.1% |
| Participant deferral / active EE | $5,006 | $4,148+20.7% | $5,601-10.6% | $4,028+24.3% |
| Admin fee / account holder | $4,130 | $6,583-37.3% | $10,328-60.0% | $5,404-23.6% |