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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 | $119,787 | $110,083+8.8% | $151,639-21.0% | $68,486+74.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -16.24% | -10.12%-6.1pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $7,658 | $4,470+71.3% | $6,165+24.2% | $2,597+194.9% |
| Participant deferral / active EE | $3,890 | $6,526-40.4% | $8,363-53.5% | $4,028-3.4% |
| Admin fee / account holder | $1,820 | $7,718-76.4% | $11,613-84.3% | $5,404-66.3% |