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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 | $116,904 | $110,083+6.2% | $151,645-22.9% | $68,490+70.7% |
| Participation rate | 90.9% | 84.0%+7.0pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -12.49% | -10.12%-2.4pp | 3.34%-15.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $10,188 | $4,470+127.9% | $6,165+65.3% | $2,597+292.3% |
| Participant deferral / active EE | $11,133 | $6,526+70.6% | $8,363+33.1% | $4,028+176.4% |
| Admin fee / account holder | $12,596 | $7,718+63.2% | $11,614+8.5% | $5,403+133.1% |