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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 | $98,233 | $110,083-10.8% | $151,645-35.2% | $68,490+43.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -15.39% | -10.12%-5.3pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,315 | $4,470-48.2% | $6,165-62.5% | $2,597-10.8% |
| Participant deferral / active EE | $3,302 | $6,526-49.4% | $8,363-60.5% | $4,028-18.0% |
| Admin fee / account holder | $5,345 | $7,718-30.7% | $11,614-54.0% | $5,403-1.1% |