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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 | $127,415 | $110,083+15.7% | $151,645-16.0% | $68,490+86.0% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -16.03% | -10.12%-5.9pp | 3.34%-19.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,149 | $4,470-51.9% | $6,165-65.1% | $2,597-17.2% |
| Participant deferral / active EE | $6,799 | $6,526+4.2% | $8,363-18.7% | $4,028+68.8% |
| Admin fee / account holder | $9,847 | $7,718+27.6% | $11,614-15.2% | $5,403+82.3% |