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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 | $100,337 | $81,870+22.6% | $119,622-16.1% | $68,486+46.5% |
| Participation rate | 84.1% | 71.9%+12.2pp | 79.3%+4.8pp | 67.9%+16.2pp |
| Annual return | -14.53% | -23.82%+9.3pp | -14.98%+0.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,806 | $2,692-32.9% | $4,232-57.3% | $2,597-30.5% |
| Participant deferral / active EE | $3,797 | $4,148-8.5% | $5,601-32.2% | $4,028-5.7% |
| Admin fee / account holder | $8,949 | $6,583+35.9% | $10,328-13.4% | $5,404+65.6% |