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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 | $97,074 | $110,083-11.8% | $151,639-36.0% | $68,486+41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.16% | -10.12%-4.0pp | 3.34%-17.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,031 | $4,470-9.8% | $6,165-34.6% | $2,597+55.2% |
| Participant deferral / active EE | $9,125 | $6,526+39.8% | $8,363+9.1% | $4,028+126.6% |
| Admin fee / account holder | $2,554 | $7,718-66.9% | $11,613-78.0% | $5,404-52.7% |