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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 | $99,723 | $81,870+21.8% | $119,634-16.6% | $68,490+45.6% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -18.08% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,671 | $2,692-0.8% | $4,232-36.9% | $2,597+2.8% |
| Participant deferral / active EE | $8,326 | $4,148+100.7% | $5,601+48.7% | $4,028+106.7% |
| Admin fee / account holder | $4,018 | $6,583-39.0% | $10,329-61.1% | $5,403-25.6% |