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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 | $89,201 | $110,083-19.0% | $151,645-41.2% | $68,490+30.2% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -7.44% | -10.12%+2.7pp | 3.34%-10.8pp | -7.85%+0.4pp |
| Employer contribution / active EE | $3,646 | $4,470-18.4% | $6,165-40.9% | $2,597+40.4% |
| Participant deferral / active EE | $6,182 | $6,526-5.3% | $8,363-26.1% | $4,028+53.5% |
| Admin fee / account holder | $5,877 | $7,718-23.9% | $11,614-49.4% | $5,403+8.8% |