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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 | $98,435 | $73,009+34.8% | $90,760+8.5% | $68,486+43.7% |
| Participation rate | 76.1% | 70.8%+5.3pp | 75.7%+0.4pp | 67.9%+8.2pp |
| Annual return | -14.81% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,255 | $2,193+2.8% | $2,922-22.8% | $2,597-13.2% |
| Participant deferral / active EE | $4,698 | $3,626+29.6% | $4,565+2.9% | $4,028+16.6% |
| Admin fee / account holder | $2,955 | $5,896-49.9% | $8,444-65.0% | $5,404-45.3% |