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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 | $106,958 | $110,083-2.8% | $151,627-29.5% | $68,498+56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.11% | -10.12%+2.0pp | 3.33%-11.4pp | -7.84%-0.3pp |
| Employer contribution / active EE | $6,970 | $4,470+55.9% | $6,166+13.0% | $2,596+168.4% |
| Participant deferral / active EE | $3,631 | $6,526-44.4% | $8,363-56.6% | $4,027-9.8% |
| Admin fee / account holder | $6,745 | $7,718-12.6% | $11,612-41.9% | $5,403+24.8% |