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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 | $131,762 | $110,083+19.7% | $151,639-13.1% | $68,486+92.4% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -8.23% | -10.12%+1.9pp | 3.34%-11.6pp | -7.85%-0.4pp |
| Employer contribution / active EE | $3,538 | $4,470-20.9% | $6,165-42.6% | $2,597+36.2% |
| Participant deferral / active EE | $7,345 | $6,526+12.5% | $8,363-12.2% | $4,028+82.4% |
| Admin fee / account holder | $3,562 | $7,718-53.8% | $11,613-69.3% | $5,404-34.1% |