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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 | $117,874 | $81,870+44.0% | $119,634-1.5% | $68,490+72.1% |
| Participation rate | 84.8% | 71.9%+12.9pp | 79.3%+5.5pp | 67.9%+16.9pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,419 | $2,692+27.0% | $4,232-19.2% | $2,597+31.7% |
| Participant deferral / active EE | $8,359 | $4,148+101.5% | $5,601+49.2% | $4,028+107.5% |
| Admin fee / account holder | $6,750 | $6,583+2.5% | $10,329-34.7% | $5,403+24.9% |