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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 | $102,844 | $110,083-6.6% | $151,645-32.2% | $68,490+50.2% |
| Participation rate | 89.9% | 84.0%+5.9pp | 87.5%+2.4pp | 67.9%+22.0pp |
| Annual return | -17.79% | -10.12%-7.7pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,812 | $4,470+74.8% | $6,165+26.7% | $2,597+200.8% |
| Participant deferral / active EE | $14,240 | $6,526+118.2% | $8,363+70.3% | $4,028+253.5% |
| Admin fee / account holder | $7,023 | $7,718-9.0% | $11,614-39.5% | $5,403+30.0% |