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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 | $108,025 | $81,870+31.9% | $119,608-9.7% | $68,495+57.7% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -18.41% | -23.82%+5.4pp | -14.98%-3.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $731 | $2,692-72.9% | $4,232-82.7% | $2,596-71.9% |
| Participant deferral / active EE | $4,036 | $4,148-2.7% | $5,601-27.9% | $4,028+0.2% |
| Admin fee / account holder | $2,790 | $6,583-57.6% | $10,326-73.0% | $5,403-48.4% |