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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 | $100,617 | $71,878+40.0% | $86,698+16.1% | $68,486+46.9% |
| Participation rate | 72.9% | 72.2%+0.6pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -15.80% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,875 | $2,173-13.7% | $2,837-33.9% | $2,597-27.8% |
| Participant deferral / active EE | $3,547 | $3,779-6.1% | $4,656-23.8% | $4,028-11.9% |
| Admin fee / account holder | $2,592 | $6,113-57.6% | $7,493-65.4% | $5,404-52.0% |