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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 | $109,753 | $110,083-0.3% | $151,628-27.6% | $68,495+60.2% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -16.79% | -10.12%-6.7pp | 3.34%-20.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $7,469 | $4,470+67.1% | $6,165+21.2% | $2,596+187.7% |
| Participant deferral / active EE | $15,740 | $6,526+141.2% | $8,363+88.2% | $4,028+290.8% |
| Admin fee / account holder | $3,740 | $7,718-51.5% | $11,613-67.8% | $5,403-30.8% |