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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 | $100,497 | $73,848+36.1% | $143,799-30.1% | $68,486+46.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.37% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,792 | $3,184+19.1% | $4,952-23.4% | $2,597+46.0% |
| Participant deferral / active EE | $6,764 | $3,385+99.9% | $5,638+20.0% | $4,028+67.9% |
| Admin fee / account holder | $8,982 | $5,755+56.1% | $14,677-38.8% | $5,404+66.2% |