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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 | $117,703 | $110,083+6.9% | $151,645-22.4% | $68,490+71.9% |
| Participation rate | 78.5% | 84.0%-5.5pp | 87.5%-9.0pp | 67.9%+10.6pp |
| Annual return | -13.50% | -10.12%-3.4pp | 3.34%-16.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $2,224 | $4,470-50.2% | $6,165-63.9% | $2,597-14.3% |
| Participant deferral / active EE | $6,901 | $6,526+5.7% | $8,363-17.5% | $4,028+71.3% |
| Admin fee / account holder | $9,530 | $7,718+23.5% | $11,614-17.9% | $5,403+76.4% |