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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 | $106,865 | $73,019+46.4% | $90,766+17.7% | $68,490+56.0% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.4pp |
| Annual return | -16.72% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,039 | $2,193-7.0% | $2,922-30.2% | $2,597-21.5% |
| Participant deferral / active EE | $3,466 | $3,626-4.4% | $4,565-24.1% | $4,028-13.9% |
| Admin fee / account holder | $8,867 | $5,897+50.4% | $8,446+5.0% | $5,403+64.1% |