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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 | $97,926 | $110,083-11.0% | $151,639-35.4% | $68,486+43.0% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -15.56% | -10.12%-5.4pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,295 | $4,470-3.9% | $6,165-30.3% | $2,597+65.4% |
| Participant deferral / active EE | $3,729 | $6,526-42.9% | $8,363-55.4% | $4,028-7.4% |
| Admin fee / account holder | $4,687 | $7,718-39.3% | $11,613-59.6% | $5,404-13.3% |