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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 | $130,587 | $110,083+18.6% | $151,645-13.9% | $68,490+90.7% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -8.07% | -10.12%+2.1pp | 3.34%-11.4pp | -7.85%-0.2pp |
| Employer contribution / active EE | $4,742 | $4,470+6.1% | $6,165-23.1% | $2,597+82.6% |
| Participant deferral / active EE | $3,306 | $6,526-49.3% | $8,363-60.5% | $4,028-17.9% |
| Admin fee / account holder | $7,670 | $7,718-0.6% | $11,614-34.0% | $5,403+42.0% |