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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 | $99,943 | $110,083-9.2% | $151,645-34.1% | $68,490+45.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.34%-20.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,760 | $4,470+6.5% | $6,165-22.8% | $2,597+83.3% |
| Participant deferral / active EE | $10,835 | $6,526+66.0% | $8,363+29.6% | $4,028+169.0% |
| Admin fee / account holder | $2,623 | $7,718-66.0% | $11,614-77.4% | $5,403-51.4% |