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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 | $92,513 | $110,083-16.0% | $151,639-39.0% | $68,486+35.1% |
| Participation rate | 93.1% | 84.0%+9.2pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -6.27% | -10.12%+3.8pp | 3.34%-9.6pp | -7.85%+1.6pp |
| Employer contribution / active EE | $4,115 | $4,470-7.9% | $6,165-33.3% | $2,597+58.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,023 | $7,718-47.9% | $11,613-65.4% | $5,404-25.6% |