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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 | $102,300 | $81,870+25.0% | $119,622-14.5% | $68,486+49.4% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -6.14% | -23.82%+17.7pp | -14.98%+8.8pp | -7.85%+1.7pp |
| Employer contribution / active EE | $1,250 | $2,692-53.6% | $4,232-70.5% | $2,597-51.9% |
| Participant deferral / active EE | $3,549 | $4,148-14.5% | $5,601-36.6% | $4,028-11.9% |
| Admin fee / account holder | $6,577 | $6,583-0.1% | $10,328-36.3% | $5,404+21.7% |