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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 | $96,082 | $81,870+17.4% | $119,622-19.7% | $68,486+40.3% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -17.85% | -23.82%+6.0pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,248 | $2,692+20.7% | $4,232-23.3% | $2,597+25.1% |
| Participant deferral / active EE | $6,571 | $4,148+58.4% | $5,601+17.3% | $4,028+63.1% |
| Admin fee / account holder | $3,504 | $6,583-46.8% | $10,328-66.1% | $5,404-35.2% |