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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 | $101,534 | $110,083-7.8% | $151,645-33.0% | $68,490+48.2% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,218 | $4,470-50.4% | $6,165-64.0% | $2,597-14.6% |
| Participant deferral / active EE | $5,665 | $6,526-13.2% | $8,363-32.3% | $4,028+40.6% |
| Admin fee / account holder | $6,422 | $7,718-16.8% | $11,614-44.7% | $5,403+18.9% |