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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 | $106,908 | $60,229+77.5% | $90,760+17.8% | - |
| Participation rate | 75.8% | 66.7%+9.1pp | 75.7%+0.1pp | - |
| Annual return | -13.83% | -8.37%-5.5pp | -12.16%-1.7pp | - |
| Employer contribution / active EE | $2,336 | $1,436+62.7% | $2,922-20.1% | - |
| Participant deferral / active EE | $7,861 | $3,579+119.6% | $4,565+72.2% | - |
| Admin fee / account holder | $8,311 | $2,834+193.2% | $8,444-1.6% | - |