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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 | $121,742 | $110,083+10.6% | $151,645-19.7% | $68,490+77.8% |
| Participation rate | 95.5% | 84.0%+11.6pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -15.54% | -10.12%-5.4pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,408 | $4,470+43.4% | $6,165+3.9% | $2,597+146.8% |
| Participant deferral / active EE | $8,182 | $6,526+25.4% | $8,363-2.2% | $4,028+103.1% |
| Admin fee / account holder | $2,627 | $7,718-66.0% | $11,614-77.4% | $5,403-51.4% |