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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 | $108,620 | $110,083-1.3% | $151,645-28.4% | $68,490+58.6% |
| Participation rate | 92.7% | 84.0%+8.7pp | 87.5%+5.2pp | 67.9%+24.8pp |
| Annual return | -12.85% | -10.12%-2.7pp | 3.34%-16.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $6,250 | $4,470+39.8% | $6,165+1.4% | $2,597+140.7% |
| Participant deferral / active EE | $6,853 | $6,526+5.0% | $8,363-18.0% | $4,028+70.2% |
| Admin fee / account holder | $2,341 | $7,718-69.7% | $11,614-79.8% | $5,403-56.7% |