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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 | $106,922 | $110,083-2.9% | $151,639-29.5% | $68,486+56.1% |
| Participation rate | 86.2% | 84.0%+2.3pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -6.92% | -10.12%+3.2pp | 3.34%-10.3pp | -7.85%+0.9pp |
| Employer contribution / active EE | $4,679 | $4,470+4.7% | $6,165-24.1% | $2,597+80.2% |
| Participant deferral / active EE | $10,012 | $6,526+53.4% | $8,363+19.7% | $4,028+148.6% |
| Admin fee / account holder | $556 | $7,718-92.8% | $11,613-95.2% | $5,404-89.7% |